I’m not your typical financial planner. Having both Chartered and Fellowship with the CII puts me in an elite group of planners. If you’re looking for a professional, yet relaxed and informal service, please get in touch and book a complementary call using the link below.
Book Your ISJ Discovery Call - Financial Planning Expertise (isjfinancialplanning.co.uk)
I have over 30 years experience in financial services, most of it with Barclays, Santander and the last seven building ISJ Financial Planning.
However, as the corporate world changed, it became clear to me that if I was to give my clients the best possible service, and truly independent financial advice, the only way to do that was to run my own business.
That’s when ISJ Independent Financial Planning was born. Over the past 7 years, I have spent many long hours building and honing our client proposition, to make sure it meets the needs of our clients. Alongside studying to graduate as a Chartered and Fellow Financial Planner.
Having achieved this prestigious status, puts me in an elite bracket of advisers, only reached after years of study and binds me to a code of ethics to which I must adhere to.
Now that task has been completed, I can look forward to the bit I really enjoy; providing independent financial advice to my clients, both existing and new.
Specialising in financial planning for women, ISJ Financial Planning offers bespoke wealth management and financial advice designed to empower women across the UK. Secure your financial future today.
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23.04.2024
Navigate the complexities of the market with bespoke investment planning. I'll help you align your portfolio with your financial objectives, ensuring a balanced approach to risk and return
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23.04.2024
Minimise your inheritance tax liabilities and preserve your legacy. I'll provide you with tailored solutions to ensure your wealth is transferred according to your wishes.
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23.04.2024
Envision a comfortable retirement with a customised plan. I'll guide you through the options to build a secure, fulfilling retirement that lets you enjoy your well-earned rest.
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23.04.2024
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FCA
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07.04.2025
Chartered Financial Planner
Verified Reviews
Lena's patient and empathetic approach made all the difference. It was refreshing to work with a female adviser who truly grasped my situation. Her guidance and understanding gave me the confidence to pursue early retirement and long-term investments. The most valuable aspect was her clear explanation of how I could retire early without the fear of financial insecurity, illustrated vividly through various cash flow models she presented.
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