Ahead of speaking at Money Marketing Interactive Harrogate next month, ISJ Independent Financial Planning director Lena Patel talks becoming chartered and why she is wary of “advice” given at the pub
What has been your proudest achievement at your firm this year?
I have completed my exams over the past 12 months to become a Chartered Financial Planner, which has been tough with family commitments and running a business.
Who would be your perfect client, and who would be a nightmare one?
My preferred client would be someone who is prepared to listen and value the advice you are providing them with.
My worst client is someone who comes into the office and starts the conversation with: “I’ve been talking to my mate at the pub who has told me…” The mate knows nothing about financial services.
What is your favourite tech tool?
Cashflow modelling tools because they can bring a client’s story to life. The realisation they can maybe retire earlier than they originally thought or that they may not ever run out of money is priceless.