Lena Patel

Chartered Financial Planner- I look to make a positive and long lasting contribution to the financial well being of my clients.

[Lamp @LAMPCharity_]

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
https://t.co/gxfHt1zBiQ

[Lena Patel @ISJ_Financial]

@warrenshute @Timeline_Tech @AbrahamOnMoney Great insights into your business model today

[Lena Patel @ISJ_Financial]

Don't forget to join us on Thursday.

Everyone welcome.

#networking #networkleicester #networkingleicester #leicester #leicestershire #leicestershirenetworkingevent #businessesofleicester #businessesofleicestershire #leicesternetworking #businessandnetworking #businessadvice

[GrowthInvestorAwards @GIAwards]

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

[Lena Patel @ISJ_Financial]

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 - https://t.co/jyWSvErFze

#investments #volitilemarkets #stockmarkets #newblog #awardwinningplanner #financialplanner

[Lena Patel @ISJ_Financial]

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

[Lena Patel @ISJ_Financial]

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

[Lena Patel @ISJ_Financial]

@JitenVarsani @pfsconf Thanks

[Lena Patel @ISJ_Financial]

Better late than never… finally graduated Fellowship and Chartered Financial Planner.

Great to be supported by my amazing children #TeamISJ 👩‍🎓🎓🍾

[Lena Patel @ISJ_Financial]

@stettip @pfsconf I was in two minds too, but ended up having a great day and kids enjoyed a cheeky day off 😃

[Lena Patel @ISJ_Financial]

@ChrisDaems @pfsconf Congratulations to you, nice to meet you in person 🎓👩‍🎓🍾

[Lena Patel @ISJ_Financial]

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 - https://t.co/iPNxCcI6L3

#stockmarkets #financialplanner

[Lena Patel @ISJ_Financial]

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 - https://t.co/iPNxCcr3J3
#freecall

[Lena Patel @ISJ_Financial]

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 - https://t.co/A8GARIollX

#financialplanner #financialfuture #financialportfolio #charteredfinancialadvisor

[Lena Patel @ISJ_Financial]

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 - https://t.co/A8GARIollX

#freecall #claritycall #discoverycall #finanicalfuture

[Lena Patel @ISJ_Financial]

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 - https://t.co/A8GARIollX

[Lena Patel @ISJ_Financial]

Hope you have a happy Diwali and a prosperous New Year

from ISJ Fianacial Planning

#Diwali #Diwali2022 #Diwalifestival #diwalileicester

[Lena Patel @ISJ_Financial]

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 - https://t.co/A8GARI6JXn

#financialplanner

[Lena Patel @ISJ_Financial]

#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.

[Lena Patel @ISJ_Financial]

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,