Personal, professional and hands-on financial advice, financial planning and wealth management from Chartered Financial Planners: Isis Financial Planners: Independent Financial Advisers (IFA)

Our team of highly experienced,  independent financial advisers (IFA) offers you personalised, professional and hands-on financial advice, financial planning and wealth management services.

Well, don't all Independent Financial Advisers say that? Yes, but the difference is that at Isis Financial Planners we actually mean it! Take a look at the testimonials from our clients and you will see that our clients trust and respect our financial planning advice, what we do for them, and that we offer an exceptionally high level of service, leading to a very high level of customer satisfaction.

So how does Isis Financial Planners achieve this?

• Highly qualified and experienced independent financial advisers (IFA)
• Awarded "Chartered Financial Planner" status in July 2010 (one of less than 300 in the country)
• Working personally for you
• Wealth management experts that focus on understanding the best ways for you to make the most of your money, advise you on how to manage and protect your money and helping you to secure your money for the future of yourself, your family and your dependants.
• Totally independent

The Isis Financial Planners Team Of Highly Qualified and Experienced Financial Advisers

The Isis Financial Planners team of financial advisers (IFA) are some of the most qualified in the country, all with considerable experience of delivering personalised financial advice. They communicate their knowledge and advice in such a way that you will fully understand their advice and recommendations.

In July 2010 the company was awarded the prestigious "Chartered Financial Planners" title by the Chartered Institute Of Insurance. The Personal Finance Society's website states: "With fewer than 500 firms of ‘Chartered Financial Planners’, it remains an exclusive and valuable distinction.

In addition two of our advisers, Louis Letourneau and Maggie Fleming are fully qualified members of The Society of Trust and Estate Practitioners (STEP). The STEP website states, "Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates." Read more about Isis and STEP.

Working For You

We listen very carefully to you with the aim of understanding your immediate and long term financial goals. We then use our extensive market knowledge and wealth of experience plus the latest information systems to provide you with personalised financial advice that you can trust. We also offer flexibility in how you pay for our advice and will advise you on what is best for you, not us.

Our team of independent financial advisers (IFA) prides itself on personally managing our clients’ affairs and we do not sell financial "products". Instead we provide personalised financial and wealth management advice, tailored to your very particular needs and wishes.

Wealth Management Expertise

Isis Financial Planners particularly specialises in the three main areas of wealth management planning: investments, pensions and tax. As a team we are, therefore, able to offer you a holistic approach to managing and protecting your wealth and your future. We currently advise on about £65M of clients' money.

Click on the tabs above to read more about how we can help you create, manage and secure your wealth.

Contact Isis Financial Planners, today.

Do you want more than just another “High Street” approach to the creation, management and protection of your wealth and your future? If you want to benefit from the experience and approach of our team then contact Isis Financial Planners – we look forward to hearing from you.