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.

About Retirement Planning

I’m not your typical financial planner. At Lena ISJ Planning, I offer a unique approach to Retirement Planning that goes beyond the numbers. As a Fellow and Chartered Financial Planner, I bring a level of expertise that places me in an elite group of financial planners. But what truly sets me apart is my commitment to providing a professional yet relaxed and informal service. I understand that planning for retirement is a personal journey, and I’m here to guide you every step of the way. If you’re ready to secure your financial future with a personal touch, please get in touch.

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Benefits

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

Tailored Retirement Strategy:
I craft retirement plans uniquely tailored to your goals and aspirations. Your retirement should reflect your dreams; I'm here to make that a reality.
Financial Security:
Planning for retirement isn't just about saving; it's about ensuring financial security in your golden years. I will help you build a comprehensive plan to safeguard your financial future.
Tax-Efficient Retirement:
I specialise in tax and trust planning. I can help you maximise your retirement savings by minimising tax liabilities, ensuring that more of your money stays in your pocket.
Ongoing Support:
Your retirement plan is not a one-time event; it's a lifelong journey. I'll provide continuous support and adjustments to keep your retirement strategy on track.

Process

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

FAQ

Have a question?

Retirement planning is setting financial goals and creating a strategy to ensure a comfortable retirement. It’s crucial because it allows you to secure your financial future, maintain your lifestyle, and achieve your retirement dreams.
It’s never too early to start planning for retirement. The earlier you begin, the more time your investments have to grow. However, it’s also never too late to start; I can help you create a plan no matter where you are in your career.
The amount you need to save depends on your goals and current financial situation. I’ll work with you to determine a personalised savings target that aligns with your retirement vision.
Retirement income can come from various sources, such as pensions, investments, property and not forgetting state pension. I’ll help you diversify your income streams to ensure financial stability during retirement.

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

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