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I am a Fellow and Chartered Financial Planner working with clients throughout the UK. I specialise in working with people who are:
I have over 30 years experience in financial services, most of it with Barclays, Santander and the last seven building ISJ Financial Planning.
However, as the corporate world changed, it became clear to me that if I was to give my clients the best possible service, and truly independent financial advice, the only way to do that was to run my own business.
That’s when ISJ Independent Financial Planning was born. Over the past 7 years, I have spent many long hours building and honing our client proposition, to make sure it meets the needs of our clients. Alongside studying to graduate as a Chartered and Fellow Financial Planner.
Having achieved this prestigious status, puts me in an elite bracket of advisers, only reached after years of study and binds me to a code of ethics to which I must adhere to.
Now that task has been completed, I can look forward to the bit I really enjoy; providing independent financial advice to my clients, both existing and new.
As a working single mum with three children; Isha, Shaylen and Joshua (their initials are the inspiration behind my business’s name) balancing their requirements, with those of my clients and the business, isn’t always easy. But, it’s a challenge I enjoy.
When time allows, I also enjoy going to the gym, reading and may also partake in the occasional gin & tonic!
Client Satisfaction: A Priority in Our Financial Planning Services
Successful Financial Plans: Achieving Your Goals with ISJ
All investment advisers in the UK must be authorised and regulated by the Financial Conduct Authority (FCA).
A register of all such advisers is available online. If someone approaches you claiming to offer financial advice, but they don’t appear on the register, this could, potentially, be the first sign of a scam.
I like to be upfront about things, so please click here to visit ISJ Financial Planning’s entry on the FCA Register. You can also see my entry on the register by clicking here.
Furthermore, advisers must also hold an up-to-date Statement of Professional Standing (SPS) issued by a relevant body. Again, if your adviser cannot provide you with one of these, it should set alarm bells ringing.
You can find mine by clicking here.
Our team has years of experience in financial planning, ensuring you receive the best advice.
We understand that every woman’s financial goals are unique, so we tailor our services accordingly.
Our investment planning services are designed to simplify the process and help women make informed decisions about their financial future. Whether you’re a beginner or an experienced investor, Lena will guide you every step of the way.
Planning for retirement can be overwhelming, but our team of retirement planning specialists is here to make it easier. We’ll work with you to create a customized plan that ensures you can enjoy your golden years with peace of mind.
Navigating and experiencing my own divorce and being a single mom puts me in a great position to help you achieve clarity and confidence in both your financial and emotional journey.
Read what our clients have to say about us
I’m Lena Patel, a Chartered Financial Planner at ISJ Independent Financial Planning. Here, we focus on lifestyle financial planning—tailored specifically around your current life, your aspirations for the future, and the best pathways to achieve your financial goals. I’m committed to building a robust financial plan with you, addressing all your queries to ensure you have a clear, confident financial future.
Curious about what your tailored plan could look like? Let’s start with a free, no-obligation discovery call. This 30-40 minute conversation, which can be held over Zoom or phone, is a great opportunity for us to connect. During the call, I’ll delve into your financial situation, answer your questions, and we can assess how well we might work together to achieve your financial dreams.
If it turns out I’m not the right fit, I’m more than willing to recommend other qualified financial planners or resources. My priority is your financial wellbeing.
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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.
