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Welcome to ISJ Financial Planning, your trusted partner for financial services in Oadby. Managing finances can be overwhelming, especially for busy professionals, families, and retirees in our lovely town. Let’s sit down for coffee and chat about how we can help you achieve financial peace of mind.
I’m based in Oadby. We know Oadby like the back of our hand. Our deep understanding of the local community and economy allows us to offer bespoke financial advice that truly resonates with your needs. We’re not just about numbers; we’re about building lasting relationships and helping you confidently secure your financial future.
Investing can be daunting, but it doesn’t have to be. We offer tailored investment planning services that align with your financial goals. Whether you’re looking to grow your wealth, plan for your children’s education, or save for that dream holiday home, we’ve got you covered.
Imagine having a clear roadmap of your financial future. Our cash flow modelling service helps you understand your income, expenses, and savings over time. We’ll work together to ensure you can make informed decisions, whether it’s buying a new car, planning a wedding, or preparing for unexpected events.
Life is about more than just money; it’s about enjoying the journey. Our lifestyle financial planning services help you align your finances with your personal goals and dreams. Want to take a sabbatical, start a new hobby, or travel the world? Let’s make it happen without financial stress.
Read what our clients have to say about us
No one likes to think about the inevitable, but planning for it can save your loved ones a lot of stress. Our inheritance tax planning services ensure that more of your hard-earned money goes to your family and less to the taxman. We’ll help you navigate the complexities of inheritance tax with ease.
Retirement should be a time of relaxation and enjoyment, not financial worry. We’ll help you create a robust retirement plan that ensures you can live comfortably and fulfil your retirement dreams. From pension advice to investment strategies, we’ve got all the bases covered.
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.
Effective tax and trust planning can make a significant difference to your financial wellbeing. We offer personalised strategies to help you minimise tax liabilities and protect your wealth. Let’s work together to ensure your financial plans are as tax-efficient as possible.
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.
