Louis Letourneau - Financial Planner, Wealth Management, Trusts and Investment Expert

Louis Letourneau MA, Dip PFS, TEP is an experienced independent financial adviser (IFA), a Member of The Personal Finance Society (DIP PFS) and a specialist in financial planning and wealth management. He has a BA in economics, an MA in international relations and a background in Canadian politics.

He holds the Advanced Financial Planning Certificate and is a fully qualified STEP (Society of Trust and Estate Practitioners ) practitioner, making Louis one of the most experienced and senior practitioners in the field of trusts and estates.

Louis Letourneau has more than 15 years experience as a financial adviser and he speaks regularly on national and local radio and has appeared several times on BBC2's Working Lunch.

His highly personal approach to financial planning together with his technical investment skills and the support of the other partners at Isis Financial planners (Maggie Fleming - tax expert, and Jane Mudge - pensions expert), makes him one of the most sought after advisors in the industry.

If you would like to speak to Louis Letourneau about any of your personal financial planning requirements, please contact Isis Financial Planners.

Louis works out of Oxford, Oxfordshire, but advises clients in London, the south of England and throughout the UK (and even overseas!).

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