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:
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.
"This specialist team punches well above it's weight."
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"... the Isis team members are very easy to talk to and endlessly patient ..." Read more
Investment of inheritance: setting up disabled trust, minimisation of inheritance tax liability and tax on capital investment and investing capital "safely" for an income
Read more"I'm very happy with the level of income and the tax efficiency of the arrangement which suits me very well."