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Welcome to ISJ Financial Planning, your trusted partner in Narborough. I understand the unique needs of our local community and am here to provide personalised financial planning services. Whether you’re a single dad, a woman entrepreneur, or simply planning for the future, I’m here to help.
Choosing ISJ Financial Planning means choosing expertise, empathy, and a personal touch. I’ve been helping Narborough residents navigate their financial journeys with tailored advice and support. My commitment is to ensure your financial security and peace of mind.
Investment planning can be complex, but I’m here to simplify it for you. Whether you’re looking to grow your wealth or secure your family’s future, I offer bespoke investment strategies that align with your goals and risk tolerance.
Understanding your cash flow is crucial for financial stability. I provide detailed cash flow modelling to help you see where your money is going and how to manage it better. This service is especially beneficial for planning significant life events or changes.
Your lifestyle and financial goals are unique. I offer lifestyle financial planning to help you achieve the life you desire. Together, we’ll create a plan that supports your personal and financial aspirations, ensuring a balanced and fulfilling future.
Read what our clients have to say about us
Inheritance tax can be daunting, but with proper planning, you can minimise its impact. I specialise in inheritance tax planning to help you protect your legacy and ensure that your assets are passed on according to your wishes.
Retirement should be a time of relaxation and enjoyment. I provide comprehensive retirement planning services to ensure you can retire comfortably. From pensions to investments, I’ll help you create a secure and sustainable retirement plan.
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.
Navigating the complexities of tax and trust planning can be challenging. I offer expert guidance to help you optimise your tax situation and set up trusts that safeguard your wealth for future generations. Let’s make sure your financial affairs are in order and efficient.
If you’re in Narborough and looking for expert financial planning services, I’m here to help. Let’s work together to achieve your financial goals and secure your future.
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.
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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.
