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Personal financial planning and wealth management

About Us

Isis Financial Planners - providing independent financial advice to Oxfordshire, Berkshire, Sussex, the Cotswolds from offices in the Cotswolds, Oxford and Brighton

Isis Financial Planners Limited - independent financial advisers - provide a highly personalised professional financial planning and wealth management service from its offices in the Cotswolds, Oxford and Brighton.

We believe it is imperative for a financial planner to be totally independent of any other company so that they can find the very best product/service for each person's needs.

Isis now advises on about £25M of clients' money.

Isis Financial Planners - Our Team

Our three independent financial advisers are some of the most experienced in the business:

Louis Letourneau, MA is an experienced independent financial adviser (IFA), specialist in financial planning and wealth management and a Member of The Society Of Financial Advisers (MFSA). He has a BA in economics, an MA in international relations as well as holding the Financial Planning Certificate. He has a background in Canadian politics. He speaks regularly on national and local radio.

Jane Mudge is also an experienced IFA, specialising in Pensions work and is a Member of The Society Of Financial Advisers (MFSA). She holds the much sought after G60 (Pensions) , K10 (Retirement Options) and K20 (Pension Investment Options) elements of the Advanced Financial Planning Certificate. This makes her one of the most experienced women in the pension business. She worked for several Life Offices, including Friends Provident, before joining the Rainbow Finance team in 1999. She is a strong supporter of equality and ardently defies discrimination on all fronts.

Maggie Fleming, MA is an associate of the Chartered Institute of Taxation and is a Member of The Society Of Financial Advisers (MFSA). She is an experienced and highly-qualified IFA. After 11 years as a specialist at Arthur Andersen she joined the Rainbow Finance team, specialising in personal tax planning and opening Rainbow's Brighton office. She now heads up the Isis Brighton office. She is a well-known figure in Brighton and writes for the local Brighton papers, the Daily Telegraph, as well as various professional journals and has also spoken many times on local radio. She has also appeared on the BBC's Breakfast program talking about the UK's Civil Partnership Rights. Her biggest challenge was to confront Gordon Brown, on a post-budget phone-in. Gordon, at the last minute couldn't (or wouldn't) turn up to face Maggie! In mid-2005, Maggie was appointed to the highly prestigious Personal Taxes Sub-Committee of the Technical Committee of the Chartered Institute of Taxation.

Contact Us now and benefit from our significant experience.

 

Isis Financial Planners Ltd is authorised and regulated by the Financial Services Authority. The Financial Services Authority does not regulate mortgages, deposit accounts,
general and medical insurance, tax advice and some types of protection insurance.

Isis Financial Planners is a member of the Society Of Financial Advisers