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When you picture a financial adviser most people, would describe them to be male early 50’s suits and greying hair, what makes me different, well I’m short, brown and female however I do have a few grey hairs!

I provide lifestyle financial planning.

What this means is I focus on where you are today in your life and where you want to be, what’s important to you, your dreams and aspirations, but also what you are most scared of and why.

We then build a plan and robust strategy to getting you from where you are today and where you want to be in the short-term, medium-term and long-term.

It’s akin to a satellite navigation system; we give you a number of ways to get to your destination but highlight any roadblocks that may appear.

If you’ve found this video series useful, and if you would like to chat, you can schedule a free discovery call here. I would love to hear from you.

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

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