ISJ Independent Financial Planning
Initial consultation free
Independent
I’m not your typical Award winning Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
We can advise you on
Clients
helped
64helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MRS Lena Patel
Financial Planner
What our clients say
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Mr Corbett
My wife and I have known Lena for approximately three years. We met her initially at Santander Bank. She was excellent at providing us with information to sort out our banking requirements....
mn
Mr Norris
I’ve known Lena for a few years now and always found her very friendly and professional. She has been a great help sorting out my financial situation and I look forward to working with her for many...
mg
Mr Glover
Thanks to Lena for developing my investment plan and for giving me advice on how best to invest. Lena is very experienced in the financial sector and with this, was able to help me with my...
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