News - Isis Financial Planners becomes Chartered Financial Planner, independent financial advisers (IFA)
Press Release - Isis Financial Planners awarded prestigious "Chartered Financial Planner Status - September 2010
The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners' title to Isis Financial Planners who work out of Oxford, the Cotswolds and Brighton.
Chartered status is an exclusive title only awarded to firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics, reinforcing the highest standards of professional practice in their business dealings.
Isis Financial Planners, initially formed by partners Louis Letourneau, Jane Mudge and Maggie Fleming, specialises in providing personal wealth management advice particularly on investments, pensions and tax. In addition to Isis being Chartered two of the directors, Louis and Maggie (from the Brighton office) are both fully qualified members of STEP - The Society Of Trust And Estate Practitioners. These, plus other qualifications make the team at Isis Financial Planners some of the most experienced financial planners in the country.
Louis says that securing Chartered Financial Planners status is a landmark for him and his colleagues, "We have always prided ourselves on the way that we use our knowledge, skills and experience to the benefit of our customers. As Chartered Financial Planners, we can signal our commitment to the highest levels of service to our customers. To date, there are fewer than 300 firms who have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market. We are very pleased to be the first corporate Chartered Financial Planner in Oxford, 1 of 3 in Oxfordshire and 1 of only 4 in Brighton."
To take advantage of Isis Financial Planners' experience, contact us and see how we can assist with your financial planning needs.
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
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."
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."
