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  11. ISJ Independent Financial Planning

ISJ Independent Financial Planning

Independent Financial Adviser  25 New Street, Oadby, Leicester, LE2 5EB
First meeting at adviser's own cost
I’m not your typical Award winning Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MRS Lena Patel
Financial Planner

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.

What our clients say
I’ve known Lena for a few years now and always found her very friendly and professional. She has been a great help sorting out my financial situation and I look forward to working with her for many years to come.
Mr Norris, Leicester
Thanks to Lena for developing my investment plan and for giving me advice on how best to invest. Lena is very experienced in the financial sector and with this, was able to help me with my investment. She was very informative and took my present and future situation into account. She explained how my investment was made and any risks that may be involved. All in all she helped me develop a well thought out and robust investment plan.
Mr Glover, Leicester
My wife and I have known Lena for approximately three years. We met her initially at Santander Bank. She was excellent at providing us with information to sort out our banking requirements. Subsequently when she became ISJ Management we had no hesitation in putting our investments in her hands. Lena is very concerned and interested in finding out exactly what we envisage our needs will be in the future. Once established she competently finds funds which match our requirements. We totally trust her to advise what is best for us financially. We would be happy in recommending Lena as a Financial Adviser.
Mr Corbett, Leicestershire
About us

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.

Our services

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.

Where to find us
Head office address: 25 New Street, Oadby, LE2 5EB
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 25th October 2021

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