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

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Isis Financial Planners - independent financial advisers - IFA - wealth management, investment, tax and pension experts serving Oxford, Oxfordshire, the Cotswolds, Brighton, Sussex, London and the South of England Isis 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 £55M of clients' money.

Our three independent financial advisers (IFA) are some of the most experienced in the business:

Maggie Fleming, MA, Dip PFS, TEP- tax - click here to read more about Maggie
Louis Letourneau, MA, Dip PFS, TEP- wealth management and investments - click here to read Louis' profile
Jane Mudge, FPFS, ACII, Chartered Financial Planner - pensions - click here to read more about Jane

In 2009, Louis Letourneau and Maggie Fleming become 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.

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

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."

For all enquiries: tel: 08000 1960 69, email: postbox@isis-financial-planners.co.uk
post: PO Box 327, Carterton, OX18 1XZ, United Kingdom
Isis Financial Planners Limited is authorised and regulated by the Financial Services Authority, reference number 207297

Registered at Paje House, 164West Wycombe Rd, High Wycombe, Bucks, HP12 3AE
Registered in England & Wales No. 4284325

Isis Financial Planners Limited -Chartered Financial Planners - providing financial advice and wealth management advice to Oxford, Oxfordshire, London, The Cotswolds, Brighton & Hove, Sussex from locations in Oxford and Brighton & Hove.

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