I M, London

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

This specialist team punches well above it's weight. Louis' & Maggie's expertise in Trusts is particularly useful, their STEP qualification and membership rare for an IFA. I have found Isis Financial Planners to be approachable, available, pragmatic and patient. Although I am reasonably organised, I suspect I am fairly typical in that, with the daily stresses and strains of difficult economic times, it is often hard to focus on an objective strategy over the longer term. Having Louis, Maggie, Jane and Kevin on hand to keep me on track and respond to my sometimes repetitive questions has given me considerable comfort.

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

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."

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