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ISJ Financial Planning Limited logo
I

ISJ Financial Planning Limited

Leicester, City of Leicester, Leicestershire

(5)
‘19 Certificate of Excellence, 2019
ISJ Financial Planning Limited logo
I

ISJ Financial Planning Limited

Leicester, City of Leicester, Leicestershire

(5)
‘19 Certificate of Excellence, 2019

About

I’m not your traditional Chartered Financial Planner; if you are looking for a professional, yet more relaxed and perhaps informal approach, I’d love to hear from you.

I specialise in providing Independent Financial Advice to those people who:

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Reviews (5)

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Nathan

27 February 2019

What were the circumstances that caused you to look for a Financial Adviser?
I am approaching retirement and I have a plethora of pensions that I had no idea as to how I might access them to support my retirement.


How did the financial adviser help you?
Lena, focussed on my needs as a client as opposed to the value of my pensions. Together we identified what I needed, what I would like and how I might acieve those numbers.


What is your current situation? Have you seen the outcome you were hoping for?
Absolutely, Lena has set my mind at ease and knowing that I have a professional at the end of the phone willing to answer any questions i might have helps me to sleep better at night.

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Julie

27 February 2019

What were the circumstances that caused you to look for a Financial Adviser?
on behalf of my elderly aunt after she was widowed. I was concerned that she should have high quality advice from an understanding advisor of the highest quality.


How did the financial adviser help you?
lena gave excellent advice after fully understanding my aunts needs.She carried out a detailed analysis and gave information in a straight forward and non patronising way.


What is your current situation? Have you seen the outcome you were hoping for?
The documents were clear and comprehensive. My aunts financial affairs are now in good order with an appropriate range of investments.


What could they have done better?
I really feel Lena has acted with professionalism throughout the process. She's also kind and compassionate towards a very elderly lady at a time of great sadness.

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T.B

1 March 2018

“Having visited four Financial Advisers in Leicestershire, I chose Lena as she was the most suitably qualified to help me with my complex financial planning needs. Lena took time to listen to me, following my father’s death in June 2017, I was left his estate and had built up my savings. She spent some time looking at all my pensions and finances and showed me a graph, giving me the peace of mind, I would never run out of money. Being divorced I have never really discussed my finances with anyone. I found talking to Lena easy, I explained I hated my job and wanted to spend time with granddaughter. Before Christmas she told me, I could retire if I wanted to, something I had never considered, I thought I would have to wait for another three years. I was depressed I had been suffering from depression for a number of years, however having decided to retire now, I feel positive about my future. I would have no hesitation about recommending Lena. She is very patient and the only adviser that listened to me and what I wanted.” More...

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Richard

1 March 2018

What were the circumstances that caused you to look for a Financial adviser?
I wanted to invest my pension lump sum to maximise my savings.
How did Lena Patel help you?
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 investment. She was very informative and took my present and future situation into account. She explained how my investment was made and any risks that may be involved. All in all she helped me develop a well thought out and robust investment plan.
What is your current situation? Have you seen the outcome you were hoping for?
Yes taken the instability of the financial market, I can say that my investment is doing well.
What could they have done better?
N/A
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Lena

1 March 2018

Review from vouched For
What were the circumstances that caused you to look for a Financial adviser?
Not happy with previous set up.
How did Lena Patel help you?
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. Subsequently when she became ISJ Management we had no hesitation in putting our investments in her hands. Lena is very concerned and interested in finding out exactly what we envisage our needs will be in the future. Once established she competently finds funds which match our requirements. We totally trust her to advise what is best for us financially. We would be happy in recommending Lena as a Financial Adviser.
What is your current situation? Have you seen the outcome you were hoping for?
Yes we are happy at the moment.
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