Lena Patel

Lena Patel

ISJ Independent Financial Planning

Lena's reviews

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 30 )

Retirement income (annuities, drawdown) ( 14 )

Investments and Savings ( 24 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 9 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 4 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 5 )

Up to £50k ( 1 )

Review

by a verified client in Leicestershire

3 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Change of Financial circumstances

How has Lena Patel helped you?

Looking after our financial needs

Have you seen the outcome you were hoping for?

Not at the moment however this is due to the current market no fault of a Lena’s help and service

Review

by a verified client in Leicestershire

3 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

retirement

How has Lena Patel helped you?

Lena has helped me understand my pension needs

Have you seen the outcome you were hoping for?

yes I have received a very good outcome

Repeat review

by a verified client in Leicestershire

3 years ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Lena Patel helped you since your last review?

Yes

Repeat review

by a verified client in Leicestershire

3 years ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Lena Patel helped you since your last review?

Continued to check that our financial plans match our needs and to assist with drawdown of funds.

Review

by a verified client in Leicestershire

4 years ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I needed some financial advice

How has Lena Patel helped you?

She provided the information and services that I required.

Have you seen the outcome you were hoping for?

The outcome seems to be fine at the moment, bearing in mind the current national and I international situation.