Isis Financial Planners - providing independent financial advice - IFA - for Oxfordshire, Berkshire, London, Sussex, the Cotswolds, Brighton and the surrounding area from locations in the Cotswolds, Oxford and Brighton
Isis Financial Planners, Chartered Financial Planners, are independent financial advisers (IFA) providing a highly personalised professional financial planning and wealth management service from locations in the Cotswolds, Oxford and Brighton & Hove. We provide financial planning services for clients all over the UK, with many of these being in London and the south of England.
We believe it is imperative for a financial planner to be totally independent of any other company so that they can find the very best product/service for each person's needs.
Isis Financial Planners now advises on about £65M of clients' money.
Our three independent financial advisers (IFA) are some of the most experienced in the business:
- Maggie Fleming, Chartered Financial Planner, MA, CTA, TEP, APFS - tax - click here to read more about Maggie
- Louis Letourneau, Chartered Financial Planner, MA, TEP, APFS - wealth management and investments - click here to read Louis' profile
- Jane Mudge, Chartered Financial Planner, FPFS, ACII - pensions - click here to read more about Jane
Since 2009, Louis Letourneau and Maggie Fleming have been fully qualified members of STEP - the Society Of Trust And Estate Practitioners. The STEP website states,"Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates." Read more about Isis Financial Planners' STEP membership.
Contact Isis Financial Planners - independent financial advisers (IFA) - now and benefit from our significant experience.
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."
