Lena Patel (@isj_financial) 's Twitter Profile
Lena Patel

@isj_financial

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

linktr.ee/ISJ_Financial

ID: 747819251466108928

linkhttp://www.isjfinancialplanning.co.uk calendar_today28-06-2016 15:49:38

1,1K Tweet

745 Followers

888 Following

Lena Patel (@isj_financial) 's Twitter Profile Photo

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

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
Lena Patel (@isj_financial) 's Twitter Profile Photo

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

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
Lena Patel (@isj_financial) 's Twitter Profile Photo

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

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
Lena Patel (@isj_financial) 's Twitter Profile Photo

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,

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,
Lena Patel (@isj_financial) 's Twitter Profile Photo

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,

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,
Lena Patel (@isj_financial) 's Twitter Profile Photo

#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.

#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) 's Twitter Profile Photo

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

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
Lena Patel (@isj_financial) 's Twitter Profile Photo

Hope you have a happy Diwali and a prosperous New Year from ISJ Fianacial Planning #Diwali #Diwali2022 #Diwalifestival #diwalileicester

Hope you have a happy Diwali and a prosperous New Year 

from ISJ Fianacial Planning

#Diwali #Diwali2022 #Diwalifestival #diwalileicester
Lena Patel (@isj_financial) 's Twitter Profile Photo

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

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
Lena Patel (@isj_financial) 's Twitter Profile Photo

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

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
Lena Patel (@isj_financial) 's Twitter Profile Photo

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

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
Lena Patel (@isj_financial) 's Twitter Profile Photo

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/discovery-call/ #freecall

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/discovery-call/
#freecall
Lena Patel (@isj_financial) 's Twitter Profile Photo

Better late than never… finally graduated Fellowship and Chartered Financial Planner. Great to be supported by my amazing children #TeamISJ 👩‍🎓🎓🍾

Lena Patel (@isj_financial) 's Twitter Profile Photo

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/discovery-call/ #stockmarkets #financialplanner

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/discovery-call/

#stockmarkets #financialplanner
Lena Patel (@isj_financial) 's Twitter Profile Photo

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

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) 's Twitter Profile Photo

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

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) 's Twitter Profile Photo

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/news/ #investments #volitilemarkets #stockmarkets #newblog #awardwinningplanner #financialplanner

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/news/

#investments #volitilemarkets #stockmarkets #newblog #awardwinningplanner #financialplanner
GrowthInvestorAwards (@giawards) 's Twitter Profile Photo

Our winner of 'Financial Adviser of the Year' is: Lena Patel (Lena Patel) 🎉🥳🎉 Incredible work from Lena this year. The judges called her entry "inspirational". Really impressive 👏👏👏 #GIA2022 #impactbeyondinvestment

Our winner of 'Financial Adviser of the Year' is:

Lena Patel (<a href="/ISJ_Financial/">Lena Patel</a>) 🎉🥳🎉

Incredible work from Lena this year. The judges called her entry "inspirational".

Really impressive 👏👏👏

#GIA2022 #impactbeyondinvestment
Lena Patel (@isj_financial) 's Twitter Profile Photo

Don't forget to join us on Thursday. Everyone welcome. #networking #networkleicester #networkingleicester #leicester #leicestershire #leicestershirenetworkingevent #businessesofleicester #businessesofleicestershire #leicesternetworking #businessandnetworking #businessadvice

Don't forget to join us on Thursday.

Everyone welcome.

#networking #networkleicester #networkingleicester #leicester #leicestershire #leicestershirenetworkingevent #businessesofleicester #businessesofleicestershire #leicesternetworking #businessandnetworking  #businessadvice
Lamp (@lampcharity_) 's Twitter Profile Photo

Thankyou for the biggest turnout to support Team Lamp with their #AtoZin23 Back at the "home run" Leicester Victoria parkrun for #MHAW and the tremendous fundraising our supporters have done all week. Thankyou Lena Patel who very kindly sponsored this week's run youtube.com/watch?v=mXGmfC…