Joined June 2016
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- Following 862
- Followers 726
- Likes 2,824
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Lena Patel retweeted
24 May 2023
Thankyou for the biggest turnout to support @TeamLamp2023 with their #AtoZin23
Back at the "home run" @LVparkrun for #MHAW and the tremendous fundraising our supporters have done all week.
Thankyou @ISJ_Financial who very kindly sponsored this week's run
youtube.com/watch?v=mXGmfCmD…
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29 Nov 2022
Don't forget to join us on Thursday.
Everyone welcome.
#networking #networkleicester #networkingleicester #leicester #leicestershire #leicestershirenetworkingevent #businessesofleicester #businessesofleicestershire #leicesternetworking #businessandnetworking #businessadvice
Lena Patel retweeted
24 Nov 2022
Our winner of 'Financial Adviser of the Year' is:
Lena Patel (@ISJ_Financial) 🎉🥳🎉
Incredible work from Lena this year. The judges called her entry "inspirational".
Really impressive 👏👏👏
#GIA2022 #impactbeyondinvestment
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24 Nov 2022
A survey of customers of two investor apps found that almost half (49%) of investors review their investment performance daily.
Read more in my latest blog - isjfinancialplanning.co.uk/n…
#investments #volitilemarkets #stockmarkets #newblog #awardwinningplanner #financialplanner
ALT ISJ 2022 SM Squares - 79
22 Nov 2022
Keep your #financial perspective focused on your longer-term goals and:
•Try to balance emotional and rational responses
•Avoid being overly cautious
•Look beyond this period of volatility
•Take professional advice - don’t make rash decisions
ALT ISJ 2022 SM Squares - 78
16 Nov 2022
The war in Ukraine, the global pandemic, the cost-of-living squeeze, and volatile #financialmarkets have impacted global economic prospects. Your #pension and #investment portfolio may be negatively affected by this period of instability.
If your concerned book a call with me
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14 Nov 2022
Faced with falling portfolio values and rising prices, anxiety is inevitable. Periods of extreme uncertainty are unsettling.
If you're concerned, then please book a discovery call with me to discuss further - isjfinancialplanning.co.uk/d…
#stockmarkets #financialplanner
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13 Nov 2022
Better late than never… finally graduated Fellowship and Chartered Financial Planner.
Great to be supported by my amazing children #TeamISJ 👩🎓🎓🍾
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10 Nov 2022
Like many #financialadvisers, I offer an initial meeting free of charge.
We need to get to know one another.
If you'd like to know more about me, my experience, qualifications and how I can help you, then please book a free call with me - isjfinancialplanning.co.uk/d…
#freecall
7 Nov 2022
A few years ago, some fascinating research by investment provider Vanguard attempted to quantify the value added by a good financial adviser.
Read more in my blog - linktr.ee/ISJ_Financial
#financialplanner #financialfuture #financialportfolio #charteredfinancialadvisor
31 Oct 2022
If you’ve been wary of taking financial advice because you think it will be expensive, let’s have a chat. I’d love to demonstrate the value of my advice.
Book an initial call, it's FREE - linktr.ee/ISJ_Financial
#freecall #claritycall #discoverycall #finanicalfuture
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27 Oct 2022
A study by think tank ICL-UK and insurer Royal London found that individuals receiving #financialadvice are better off by £41,099 in #investments and #pension #wealth when compared to people who don’t take financial advice.
Read more in my latest blog - linktr.ee/ISJ_Financial
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24 Oct 2022
Hope you have a happy Diwali and a prosperous New Year
from ISJ Fianacial Planning
#Diwali #Diwali2022 #Diwalifestival #diwalileicester
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20 Oct 2022
You should consider engaging a financial adviser if you have a pension or savings and any of the following statements resonate with you
If you're looking for financial advice, then book a free clarity call with me - linktr.ee/ISJ_Financial
#financialplanner
18 Oct 2022
#Financialservices are highly regulated.
You’ll see warning notices wherever financial services are advertised.
The most common is the statement, “The value of your investment can go down and up, and you can get back less than you originally invested.”
Don't let it deter you.
13 Oct 2022
As you’d expect, there’s a cost associated with financial advice.
#Financial #advisers are professional people with expertise and skill. So, what should you expect to pay?
#Financialadvisers used to get paid commission from product providers,
11 Oct 2022
I can wield a paintbrush. I’m usually happy enough with my decorating efforts, but I’m no expert.
I’ve had the occasional disaster: an unexpected colour and less than perfect edges.
When it comes to thinking about your #financialfuture you don't want anything unexpected,
6 Oct 2022
Is #financialadvice worth the money? Assessing the value of any professional service can be tricky.
How can you work out if you’re getting good value if the potential rewards are not immediately apparent?
Check out my lates blog for lots of advice - linktr.ee/ISJ_Financial
4 Oct 2022
Don't forget to join us this Thursday.
Oadby Breakfast Club
@starbucks_oadby, Oadby, 7:30am
Drop me a message for more info.
#networking #networkleicester #networkingleicester #leicester #leicestershire
29 Sep 2022
The sandwich generation tends to own their home. Where a cash injection is needed, downsizing and equity release are two options, but both require careful consideration.
Book a call - linktr.ee/ISJ_Financial
#financialplanner #financialplanning #awardwinningfinancialplanner
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