isis financial planners

STEP - The Society of Trust and Estate Practitioners

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Independent financial advisers (IFA) Louis Letourneau and Maggie Fleming, of Isis Financial Planners are now fully qualified members of STEP - The Society Of Trust And Estate Practitioners. Louis' and Maggie's STEP membership ensures that Isis Financial Planners, from its locations in Oxford, the Cotswolds and Brighton, can offer you the very best advice when dealing with your issues of trusts and estate planning.

The STEP website states:

"The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network.

STEP provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. Members advise clients on the broad business of the management of personal finance.

Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates." 

The Society Of Trust and Estate Practitioners website also states:

"STEP Members are experts in:

  • estates and succession;
  • domestic and offshore trusts;
  • trust and estate litigation; and
  • tax planning"

The STEP profiles of independent financial advisers (IFAs) Louis and Maggie can be viewed by clicking on the links below:

Louis Letourneau's STEP profile page

Maggie Fleming's STEP profile page

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client testimonials

I M, London

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

Senia & Francois, London

"We have been clients of Louis and Maggie for over 12 years and they have provided an excellent financial advice service." Read more  

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