Who I work with

All my clients are different, but there are some common things that trigger them to seek out financial advice. These include:

  • Inheriting money following the death of a loved one
  • A desire to finish work and retire
  • A realisation, often following a birthday, that it’s impossible to work forever
  • Being made redundant or changing job
  • Concern about how investments are performing
  • Nervousness about an existing financial adviser
  • Divorce or separation
  • The birth of a child

I believe that to deliver the high-quality, independent, financial advice my clients deserve, I must have an in-depth knowledge of the financial issues they face.

That means working with only a small number of different groups, to whom I can bring my specialist knowledge. Typically therefore, our clients are based in Leicester, London, and the surrounding areas, and are currently going through a divorce, want help to plan for their retirement or have already retired.

Who we work with

People who are divorcing

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

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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.

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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.

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Privacy Policy

Registered Office: 21 High View Close, Leicester, LE4 9LJ : 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.