I am a Chartered Financial Adviser working with clients in Leicestershire.
I specialise in working with people who are:
- Going through divorce
- Planning, before, during or after retirement
- Women who through their own choice, divorce or bereavement, are single
The business bit
I have over 25 years’ experience in financial services much of it with Barclays and Santander.
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 5 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.
The personal bit
As a working single mum with three children; Isha 18, Shaylen 23, and Joshua 8 (their initials are the inspiration behind my business’s name) balancing their requirements, with those of my clients and the business, isn’t always easy. But, it’s a challenge I enjoy.
When time allows, I also enjoy going to the gym, reading and may also partake in the occasional gin & tonic!
The official bit
All investment advisers in the UK must be authorised and regulated by the Financial Conduct Authority (FCA).
A register of all such advisers is available online. If someone approaches you claiming to offer financial advice, but they don’t appear on the register, this could, potentially, be the first sign of a scam.
Furthermore, advisers also need to hold an up-to-date Statement of Professional Standing (SPS) issued by a relevant body. Again, if your adviser cannot provide you with one of these, it should set alarm bells ringing.
You can find mine by clicking here.
The achievement bit
In 2021 I was fortunate enough to be nominated for several awards and became:
Leicestershire Live’s Women in Business – Sole Trader of the Year
Best Business Women Awards – Silver Award Winner
Growth Investors Awards – Financial Advisor of the Year, Runner Up