isis financial planners

Jane Mudge - Independent Financial Adviser (IFA) Chartered Financial Planner And Pensions Expert

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Jane Mudge, Chartered Financial Planner - financial planner: pensions and retirement expert at Isis Financial Planners - independent financial advisers - IFA - serving Oxford, the Cotswolds, Brighton, Sussex, London and the South of England

Jane is an experienced independent financial adviser (IFA) and in December 2009 became a Chartered Financial Planner. She is also a Fellow of the Personal Finance Society by examination (FPFS).

Jane specialises in pensions work and is a member of Personal Finance Society by diploma (Dip PFS). 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 amongst the most experienced women in the pensions industry (the full list of Jane's financial planning qualifications are shown at the base of this page).

She has worked for several life offices, including Friends Provident, before becoming an independent financial adviser in 1999. Jane has over 30 years experience of working in the financial services sector.

She believes passionately in delivering quality independent and unbiased advice on a client agreed remuneration basis and says ‘if I can't be independent, I'd rather not bother!'.

Jane's Financial Planning Qualifications

  • Chartered Financial Planner
  • Fellow Of The Personal Finance Society
  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Financial Planning Certificate
  • Certificate in Life & Pensions
  • Advanced Diploma in Insurance
  • Diploma in Insurance
  • Certificate in Insurance

 

client testimonials

Thank You

"Please accept my thanks for the work you have done on my behalf. You set out my options with splendid clarity and it has been a pleasure to do business with you."

GN, Oxford

[ If you want to access the expertise of Jane, Louis or Maggie please contact Isis Financial Planners ]

   

I M, London

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

case studies

Pension Case Studies - Income In Retirement - Annuity Purchase

"When I first met Jane I had a pension fund with a product provider which could only advise me about their own products. Once I met with Jane she advised me that the investment funds were too risky for me because I was nearly 70."

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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."

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