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

About Investment Planning

Investment Planning isn’t just about growing your wealth; it’s about aligning your financial resources with your life’s goals. As a Chartered and Fellow member of the CII, my approach to investment planning is far from one-size-fits-all. I offer personalised advice that considers your risk tolerance, timeline, and specific objectives. Let’s build a portfolio that meets market benchmarks and exceeds your individual expectations.

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Benefits

Imagine a world where managing your finances is straightforward, allowing you to focus on what truly matters

Tailored Portfolio Construction:
I don't believe in templated investment strategies. Your portfolio will be built around your unique financial profile and goals.
Risk Management:
With in-depth analysis and sophisticated tools, I'll ensure your portfolio aligns with your risk appetite, safeguarding your investments while targeting growth and income.
Tax Efficiency:
The right investment planning isn't just about returns; it's about keeping those returns. I'll help you structure your investments to be as tax-efficient as possible.
Holistic Financial Planning:
Holistic Financial Planning goes beyond just managing your finances; it takes into account your entire life. It starts by understanding your goals, dreams, and aspirations. Then, it crafts a comprehensive plan that aims to help you achieve a return on your life, not just on your money. It's about aligning your financial well-being with your personal well-being, so you can live a fulfilling and balanced life.

Process

We believe in transparency and efficiency—values that shape every step you’re about to take with us.

FAQ

Have a question?

My process involves a detailed understanding of your financial standing, objectives, and risk tolerance. Based on this, I handpick investments that align with your profile.
Investment timelines vary based on the financial products involved. I’ll ensure you know the commitments and how they fit into your broader financial plans.
Regular reviews are crucial. Typically, I recommend a semi-annual or annual review, but this can be adjusted based on your specific needs and market conditions.
Transparency is a cornerstone of my service. All fees related to your investment planning will be explicitly outlined and discussed beforehand, so there are no surprises.

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

Expert Financial Advice for You

Schedule a consultation with Lena