Lena Patel – Being a financial planner from an ethnic minority background

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Manage episode 301370362 series 2901742
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This week Elena is joined by Lena Patel, Chartered Financial Planner from ISJ Independent Financial Planning. Lena & Elena discuss what it’s like to be a female financial planner who is also from an ethic minority background, how we can encourage more people from these backgrounds into the profession and the importance of educating young people about money. Why is it such a taboo subject? Lena is such an inspirational character, not only is she the director of her firm but she also brings her community together through coaching and networking events.

We cover

  • Lena’s thoughts and experiences on what it’s like to be from an ethnic minority background in the workplace
  • How we can encourage more people from ethic minority backgrounds into the financial profession
  • Advice for people who are financially dependant
  • A fellowship vs a university degree
  • The benefits of community & coaching

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2021financial planner salary guide Financial planning Salary Guide https://recruitukltd.co.uk/recruit-uk-salary-survey-2020/
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