isis financial planners

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

Attention: open in a new window. PDFPrintEmail

Louis Letourneau - wealth management and investment expert at Isis Financial Planners - independent financial advisers serving Oxford, the Cotswolds, Brighton, Sussex, London and the South of EnglandLouis 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!).

 

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  

case studies

Pension Case Studies - Pension Funding

"The regular reviews have been invaluable and I’m sure that I would never have known about salary sacrifice without guidance from Jane."

Read more    

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