“We found Lena via her website. I am from Nottingham and wanted some help to sort out my auntie’s finances following the death of my uncle in Leicester. My aunt wanted things explained in detail as my uncle had always dealt with their investments and she was very nervous. Lena was kind, patient and took things at my aunt’s pace and we really valued all her help. She is very knowledgeable but explained things to us in simple terms so we could understand.”
“Having visited four Financial Advisers in Leicestershire, I chose Lena as she was the most suitably qualified to help me with my complex financial planning needs. Lena took time to listen to me, following my father’s death in June 2017, I was left his estate and had built up my savings. She spent some time looking at all my pensions and finances and showed me a graph, giving me the peace of mind, I would never run out of money. Being divorced I have never really discussed my finances with anyone. I found talking to Lena easy, I explained I hated my job and wanted to spend time with granddaughter. Before Christmas she told me, I could retire if I wanted to, something I had never considered, I thought I would have to wait for another three years. I was depressed I had been suffering from depression for a number of years, however having decided to retire now, I feel positive about my future. I would have no hesitation about recommending Lena. She is very patient and the only adviser that listened to me and what I wanted.”
“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.”
“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.”
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.