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I’m not your typical financial planner. Having both Chartered and Fellowship with the CII puts me in an elite group of planners. If you’re looking for a professional, yet relaxed and informal service, please get in touch
In 2022, Lena was recognised in the Growth Investor Awards for her outstanding client service and expertise. This prestigious award highlights Lena’s commitment to going above and beyond for her clients by taking the time to understand their unique needs and tailoring financial strategies to their specific situations.
With over 30 years in the financial services profession, Lena has honed her expertise to provide top-notch independent financial advice. She founded ISJ Independent Financial Planning to ensure her clients receive the best possible service and truly independent advice. Trust Lena to guide you through your financial journey.
Read what our clients have to say about us
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I am proud to lead ISJ Financial Planning as a Chartered and Fellowship-accredited CII member, placing me among a select group of elite professionals.
My approach is professional yet relaxed, ensuring top-tier financial advice without formalities. I aim to make financial planning comfortable.
Inheritance planning can be a complex and emotionally charged process. As an advisor at ISJ Financial Planning, I offer empathetic and comprehensive guidance to ensure that planning for your future is not just about the numbers, but also about honouring your life’s work and dreams while preserving and respecting your legacy. I’m here to help you navigate these critical decisions with sensitivity and expertise.
At ISJ Financial Planning, retirement planning is one of our core strengths. Our aim is to work with you to create a custom strategy that balances your financial goals with the lifestyle you aspire to enjoy in your later years. We help you craft a future that excites you, with the peace of mind that your finances are being expertly managed.
Your journey with me begins with an initial consultation to discuss your financial aspirations and concerns. From there, I will craft a bespoke plan tailored to your situation. You can count on my ongoing support and flexible adjustments as needed to keep your financial goals on track. At ISJ Financial Planning, it’s about creating a partnership that evolves with your life’s journey.
At ISJ Financial Planning, I place immense importance on aligning your financial strategies with your values. I take the time to understand what matters most to you, ensuring that your financial plan meets your economic needs and resonates with your life philosophy and ethics. It’s about crafting a financial path that reflects who you are and what you stand for.
Schedule a meeting today to find out more.
I am a financial planner based in Leicester, with a nuanced understanding of the economic landscape specific to Leicestershire and the Midlands. This local insight enables me to provide tailored financial planning services, with the added benefit of face-to-face meetings to build a solid, trusting relationship. Whether you’re a local entrepreneur or a family planning for the future, ISJ Financial Planning offers services that are as local and personalised as your financial needs.
No, we don’t just provide financial planning for women. While we specialise in addressing women’s economic needs, our services are designed to support everyone—regardless of gender or background. Whether you’re planning for retirement, navigating a life transition, or aiming to secure your financial future, we’re here to help. Our approach is to offer personalised advice tailored to your unique situation, ensuring that everyone has access to the financial guidance they need.
At ISJ Financial Planning, I recognise that women face unique financial challenges, from navigating career breaks to planning for longer retirements.
My services are tailored specifically to address these needs, ensuring that women in Leicester and beyond can achieve financial security and independence.
Investing can be daunting, especially when balancing other financial responsibilities. I provide women with bespoke investment planning that considers your specific goals, risk tolerance, and life circumstances. Whether you’re starting your investment journey or looking to optimise your portfolio, I am here to guide you every step of the way.
Women often live longer than men, which means your retirement planning needs to go the extra mile. I specialise in creating retirement plans that ensure you won’t outlive your savings. From building a robust pension to managing post-retirement income, I’m dedicated to helping you enjoy a comfortable and fulfilling retirement.
Life transitions like divorce, widowhood, or career changes can be financially overwhelming. I offer compassionate, expert advice to help women navigate these transitions with confidence. My goal is to provide you with the financial clarity and peace of mind you need to move forward.
Ensuring your wealth is passed on according to your wishes requires careful planning. I provide women with tailored inheritance and tax strategies designed to protect your legacy and reduce tax liabilities. Let me help you ensure that your hard-earned wealth benefits your loved ones as intended.
Hear from the women who have transformed their financial futures with my help. From successful retirement planning to effective wealth management, these stories highlight the impact of personalised financial advice. Read how ISJ Financial Planning has empowered women just like you to achieve financial success.
Take control of your financial future today. Whether you’re planning for retirement, investing, or managing life changes, I am here to offer expert advice tailored to your unique needs as a woman. Schedule your free 30-minute consultation and start your journey towards financial security and independence.
Discuss your financial needs and goals in a relaxed, no-pressure consultation. Book a call today.
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Navigate the world of financial planning with confidence. My blog shares our expertise, breaking down complex topics into easy-to-understand guides and strategies, ensuring you make informed financial choices.
Welcome to your trusted source for financial guidance in Leicester. As a dedicated financial advisor based in Leicester, I specialise in creating personalised financial plans that cater to your unique circumstances. Whether you’re planning for retirement, managing your investments, or navigating complex financial situations, I am here to provide expert advice and solutions tailored just for you.
Schedule a consultation with me today and start your journey towards financial clarity and security. Let’s work together to achieve your financial goals with confidence and precision.
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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.
