Independent Financial Planning for people Retiring, Divorcing or looking to secure Future Financial Security. I'm not your typical financial planner. Having achieved Chartered status, puts me in an elite group of planners. If you're looking for a professional, yet relaxed and informal service, please get in touch. Deciding to stop working is a big step and one you should only take when you know your financial future is secure.
I can provide that reassurance. I have over 20 years' experience and know the emotional and financial challenges you are currently facing. Separation and divorce is a difficult time, especially when important financial decisions need to be made. Make the right decisions now and you will secure your financial future for the years and decades to come.
This is widely recognised as the 'gold standard' of financial planning and demonstrates a higher level of knowledge and competence. It also means I am bound by a code of ethics by which I must abide. You can find out more about the benefits of working with a Chartered Financial Planner by watching our short video.
I can provide that reassurance. I have over 20 years' experience and know the emotional and financial challenges you are currently facing. Separation and divorce is a difficult time, especially when important financial decisions need to be made. Make the right decisions now and you will secure your financial future for the years and decades to come.
This is widely recognised as the 'gold standard' of financial planning and demonstrates a higher level of knowledge and competence. It also means I am bound by a code of ethics by which I must abide. You can find out more about the benefits of working with a Chartered Financial Planner by watching our short video.
Services
I have over 25 years' experience in financial services much of it with Barclays and Santander.
However, as the corporate world changed, it became clear to me that if I was to give my clients the best possible service, and truly independent financial advice, the only way to do that was to run my own business.
Over the past 5 years, I have spent many long hours building and honing our client proposition, to make sure it meets the needs of our clients.
Alongside studying to graduate as a Chartered and Fellow Financial Planner.
However, as the corporate world changed, it became clear to me that if I was to give my clients the best possible service, and truly independent financial advice, the only way to do that was to run my own business.
Over the past 5 years, I have spent many long hours building and honing our client proposition, to make sure it meets the needs of our clients.
Alongside studying to graduate as a Chartered and Fellow Financial Planner.
All my clients, whether they are planning for retirement, finishing work imminently, getting divorced, or simply wanting to review their existing investments, benefit from my approach to financial planning.
Effective financial planning isn't about products; pensions and ISAs for example.
It's about identifying your goals and ambitions in life, then producing a plan to ensure they are achieved.
I follow these six steps with each of my clients, to ensure a financial plan is put in place which will achieve their life goals.
Effective financial planning isn't about products; pensions and ISAs for example.
It's about identifying your goals and ambitions in life, then producing a plan to ensure they are achieved.
I follow these six steps with each of my clients, to ensure a financial plan is put in place which will achieve their life goals.
ISJ Independent Financial Planning Limited is authorised and regulated by the Financial Conduct Authority.
Authorisation number: 770385.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Authorisation number: 770385.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
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