financial advisers in oadby

Independent financial planning for people retiring, divorcing, or looking to secure future financial security in Oadby

As your local financial planner in Oadby, I’m not only a member of your community but also a Chartered and Fellowship accredited professional with the CI. If you’re looking for bespoke, professional, and well-informed services right here in Oadby, please get in touch.

Financial planning in Leicester

Independent Financial Planning Adviser – Award Winner 2022

In 2022, I was recognised by the Personal Wealth Awards for my outstanding client service and leadership. This accolade acknowledges my commitment to providing tailored and bespoke financial strategies for residents of Oadby, ensuring that your unique needs and local considerations are at the forefront of our planning discussions.

Happy clients

Read what our clients have to say about us

☆☆☆☆☆ 5/5

“Great professional service provided by ISJ Independent Financial Planning. Offered a good view on retirement options as well as possibilities for current investments. Worth taking time for a friendly discussion. “

Pranav Patel

Review source: Google

☆☆☆☆☆ 5/5

“Lena is very professional and helpful. We’re always confident that Lena has our best financial interests at heart. “

Karen Curtis

Review source: Google

☆☆☆☆☆ 5/5

“I really like Lena’s approach to finding out what you want life to look like the you are retired so that you can clarify what your financial needs are. “

Sara Penter

Review source: Google

☆☆☆☆☆ 5/5

“Lena is not only extremely knowledgeable and professional, but also a really nice person to deal with. I would highly recommend. Thank you again Lena for all of your advice and support. “

Jodie Clarridge

Review source: Google

Some common questions

What services do you offer to residents in Oadby?

Financial Planning for women

Specialising in financial planning for women, ISJ Financial Planning offers bespoke wealth management and financial advice designed to empower women across the UK. Secure your financial future today.

Investment Planning

Navigate the complexities of the market with bespoke investment planning. I’ll help you align your portfolio with your financial objectives, ensuring a balanced approach to risk and return

Cash Flow Modelling

Understand your finances with precision. My cash flow modelling service projects your future financial position, empowering you to make informed decisions today

Lifestyle Financial Planning

Plan for the life you desire with a strategy that goes beyond the numbers. I’ll help you create a financial blueprint that supports your lifestyle goals and dreams.

Inheritance Tax Planning

Minimise your inheritance tax liabilities and preserve your legacy. I’ll provide you with tailored solutions to ensure your wealth is transferred according to your wishes.

Tax and Trust Planning

As your dedicated financial planner, my commitment in Tax and Trust Planning is to provide personalized, clear, and effective strategies that align with your goals.

Retirement Planning

Envision a comfortable retirement with a customised plan. I’ll guide you through the options to build a secure, fulfilling retirement that lets you enjoy your well-earned rest.

How do I start financial planning with you in Oadby?

Starting is simple. Contact me to schedule a free initial consultation. During this meeting, we’ll discuss your financial goals, needs, and living circumstances in Oadby, laying the foundation for a tailored financial plan.

Can ISJ Financial Planning help me with my retirement planning?

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.

What is the process for becoming a client with ISJ Financial Planning?

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.

How can I ensure my financial plan reflects my personal values?

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.

How does being based in Leicester enhance the services you provide to local clients?

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.