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

Paul & Ian

"Thank you so much for your kind help, patience and understanding of our situation"

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

   

Andy, Norfolk

"I had been looking for some time for someone with the broad skills and knowledge to help with the commercial, tax and financial aspects of my retirement and Isis were the only company I could find that met my requirements."

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case studies

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

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Reducing the risk of investments

Modifying an investment portfolio to reduce risk and to make them more tax efficient.

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