ISJ Independent Financial Planning
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
Hi, I’m Lena.
I’m not your traditional Chartered Financial Planner; if you are looking for a professional, yet more relaxed and perhaps informal approach, I’d love to hear from you.
I specialise in providing Independent Financial Advice to those people who:
• Want to plan for their retirement; a financially secure retirement doesn’t happen by accident. I’ll use my financial planning experience to build you a plan that will allow you to finish work on your terms
• Want to retire now; there’s more to life than the 9-5. If you’ve reached a point where you want to stop working, I’ll help you plan your finances to ensure you can do everything you want to in retirement
• Have money to invest; whether it’s money you’ve only recently come by, or capital you’ve had for a while, my advice will ensure it is managed carefully to achieve your objectives
• Are getting divorced; I’ll lend a sympathetic ear (and sometimes a shoulder too!) to help you rebuild your financial life following a divorce or separation
I work from offices in Leicester, but am very happy to meet you in your home, or an alternative location that’s convenient for you.
Listen.
We were all given two ears and one mouth; I firmly believe that they should be used in that proportion.
Once I have listened, I’ll produce a financial plan designed to meet your objectives. That plan will be produced using my knowledge, skills and experience, as well as the latest financial planning software.
Finally, I’ll make sure the plan is reviewed on a regular basis to ensure it stays on track to meet your goals.
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Telephone
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Online (Live chat, video, email)
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Face to face
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