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Independent Financial Planning for people Retiring, Divorcing or looking to secure Future Financial Security

I’m not your typical financial planner. Having achieved Chartered status, puts me in an elite group of planners. If you’re looking for a professional, yet relaxed and informal service, please get in touch.

Speak to us today

Do you want to retire?

Deciding to stop working is a big step and one you should only take when you know your financial future is secure. I can provide that reassurance.

Speak to us today

Divorcing? Not sure where to turn

I have over 20 years’ experience and know the emotional and financial challenges you are currently facing.

Speak to us today

Who we work with

People who are divorcing

Separation and divorce is a difficult time, especially when important financial decisions need to be made.

People planning for retirement

Your retirement won't magically take care of itself. It needs to be planned carefully over the course of many years.

People who want to retire now

Make the right decisions now and you will secure your financial future for the years and decades to come.

Why choose a Chartered
Financial Planner?

I am a Chartered Financial Planner.

This is widely recognised as the ‘gold standard’ of financial planning and demonstrates a higher level of knowledge and competence. It also means I am bound by a code of ethics by which I must abide.

You can find out more about the benefits of working with a Chartered Financial Planner by watching our short video.

What our clients say

“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.”

"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."

“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”

More testimonials

Registered Office: 25 New Street, Oadby, Leicester LE2 5EB. Company Reg No: 10490287.

ISJ Independent Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Authorisation number: 770385.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

Independent Financial Planning for people Retiring, Divorcing or looking to secure Future Financial Security

Do you want to retire?

Divorcing? Not sure where to turn

Who we work with

People who are divorcing

People planning for retirement

People who want to retire now

Why choose a Chartered Financial Planner?

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."

Why choose a Chartered
Financial Planner?