Empowering financial freedom, one plan at a time.
Your Partner in Achieving Financial Security
At ISJ Independent Financial Planning, we empower individuals in Leicester and beyond to achieve financial clarity and security. Led by Lena, a highly qualified and experienced Chartered and Fellow of the CII, we provide bespoke financial planning and wealth management services to meet your unique needs and aspirations.
Who we are
Our team of professionals believes everyone deserves a tailored approach to financial planning that aligns with their individual goals and dreams. We take the time to understand your aspirations, concerns, and financial circumstances to create a personalized roadmap for success.
Investment Planning
- Develop a diversified portfolio that aligns with your risk tolerance and financial goals.
- Implement proactive strategies to protect and grow your wealth.
- Receive regular portfolio reviews and necessary adjustments to ensure your investments remain suitable.
Retirement Planning
- Calculate your retirement needs and assets.
- Explore various retirement plans and their potential benefits.
- Develop a withdrawal strategy that ensures a comfortable and sustainable income during retirement.
Cash Flow Modelling
- Gain a clear understanding of your future financial position.
- Proactively manage your income, expenses, and savings.
- Identify potential risks and opportunities to adjust your financial strategy.
Lifestyle Financial Planning
- Define your ideal lifestyle in retirement and beyond.
- Create a financial plan that supports your desired lifestyle aspirations.
- Optimize your spending habits and income generation strategies.
Additional Services
- Inheritance Tax Planning: Minimize your inheritance tax liabilities and preserve your wealth.
- Tax and Trust Planning: Obtain personalized strategies to safeguard your assets and finances.
Why choose ISJ Independent Financial Planning?
- Experienced and dedicated team: Lean on our extensive knowledge and skills to guide you through your financial journey.
- Tailored solutions: We design plans that uniquely address your circumstances and aspirations.
- Client-focused approach: Your needs and goals are our top priority.
- Transparent and open communication: We believe in clear and honest communication throughout the process.
Excellent Financial Guidance
Highly Recommended Financial Advisor
The reviews consistently praise Lena, a financial advisor, for her exceptional guidance and expertise in transforming clients' financial situations. Her holistic approach, sound advice, and recommendations have enabled clients to achieve financial stability and security.
Professionalism and Personable Service
Lena is described as professional, helpful, and personable, with a refreshing approach that considers clients' personal lifestyles and goals. Her services are highly recommended, and clients appreciate her ability to find tailor-made solutions to their financial problems.
Life-Changing Results
One client, in particular, credits Lena with saving their life by helping them overcome debt, mortgage, and pension stresses. This client has now achieved debt freedom, purchased a new home, and retired earlier than expected, thanks to Lena's guidance.
Retirement Planning and Investment Expertise
Lena's expertise in pension portfolio planning and retirement options is also highlighted, with clients appreciating her ability to provide a clear understanding of their financial needs and possibilities for their investments.
