Lena Patel

ISJ Independent Financial Planning

Lena is a multi-award-winning Chartered and Fellow Financial Planner and the founder of ISJ Independent Financial Planning Ltd.

As a practising adviser, Lena works closely with individuals and families to help them make confident, informed decisions about their financial future. Her approach goes beyond technical advice, combining expert financial planning with a deep understanding of the emotional and psychological aspects of money, particularly at times of change such as retirement, divorce, or major life transitions.

Lena is known for her calm, supportive, and practical style. She focuses on clarity, long-term thinking, and helping clients feel genuinely in control of their finances, rather than overwhelmed by them.

She is passionate about high standards in financial planning and believes great advice should not only be technically sound, but also personal, empowering, and aligned with how clients want to live their lives.

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