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
Worried About Running Out of Money? Let’s Plan Ahead.
Clear Projections: Visualise income, expenses, and savings for the years ahead.
Life Milestones: Tailored insights whether you’re retiring, divorcing, or just planning
Take Control: Remove the guesswork and be confident in your financial future
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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.
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