Louis Letourneau will help you manage your wealth now and in the future.
Let Jane Mudge use her vast pensions experience to help you secure your future.
Advice from one of the most highly qualified tax advisers in the UK: Maggie Fleming.
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 ]
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."
