Financial advisers (IFA) / financial planners: Isis Financial Planners providing independent financial advice and wealth management advice to the Cotswolds

Isis Financial Planners is privileged to offer our independent financial advice (IFA) to the Cotswolds area from locations in Oxford and Carterton.

We have provided our financial expertise to people living in many of the cities, towns and villages in the Cotswolds, places across the Cotswolds From Bath, to Burford, Chipping Norton, Stow-on-the-Wold, Cheltenham.

If you live in the Cotswolds and would like financial planning advice from our independent financial advisers (IFA) then please contact Isis Financial Planners now.

I M, London

"This specialist team punches well above it's weight." Read more    

Dr A, Oxford

"... the Isis team members are very easy to talk to and endlessly patient ..." Read more  

Complex Investment Of Inheritance

Investment of inheritance: setting up disabled trust, minimisation of inheritance tax liability and tax on capital investment and investing capital "safely" for an income

Pension Case Studies - Income In Retirement - Drawdown

"I'm very happy with the level of income and the tax efficiency of the arrangement which suits me very well."

Read more