Contact Isis Financial Planners - independent financial advisers (IFA)
If you have a question about wealth management or general financial planning and wish to use the services of Isis Financial Planners, please contact us.
Our highly experienced independent financial advisers operate from bases in Oxfordshire, the Cotswoldsand Brighton, but work nationally. We look forward to talking to you.
Phone & Fax
- Freephone: 08000 1960 69
- Fax: 08000 1960 69
- Email:
Post
- Oxford: PO Box 327, Carterton, OX18 1XZ, United Kingdom
Telephone: 0845 1300 778 - Brighton: PO Box 136, Brighton, BN1 6XH, United Kingdom
Telephone: 08000 1960 69
Contact Form:
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If your query is of a general nature about tax rules, etc. please refer to the following websites:
Other information
Isis Financial Planners Limited is registered in England and Wales No. 4284325. Registered at First Floor, Paje House, 164 West Wycombe Road, High Wycombe. Bucks HP12 3AE. Isis Financial Planners Ltd is authorised and regulated by the Financial Services Authority. Our FSA registration number is 207297.
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
Read morePension 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."
