Maggie Fleming - Financial Planner, IFA, Trust and Tax Expert

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Maggie Fleming - financial planner and tax expert at Isis Financial Planners - independent financial advisers - IFA - serving Oxford, the Cotswolds, Brighton, Sussex, London and the South of England

Maggie Fleming is an associate of the Chartered Institute of Taxation and is an associate of the Personal Finance Society (APFS). She is a fully qualified STEP (Society of Trust and Estate Practitioners) practitioner and is an experienced and highly-qualified Independent Financial Adviser (IFA). At Isis Financial Planners she specialises in providing tax and trusts advice to our clients.

After 11 years as a specialist at Arthur Andersen she joined Rainbow Finance Limited as an IFA, specialising in personal tax planning and opening Rainbow's Brighton office. She now heads up Isis' office in Brighton.

She is a well-known figure in Brighton and, until recently, wrote for the Daily Telegraph on property tax issues. She has also written for various professional journals and has spoken many times on local radio, as well as on Radio 4's MoneyBox Live. She has also appeared on the BBC's Breakfast program talking about the UK's Civil Partnership Rights.

In mid-2005, Maggie was appointed to the highly prestigious Personal Taxes Sub-Committee of the Technical Committee of the Chartered Institute of Taxation. She currently serves on the CGT & Investment Income sub-committee.

In 2005, she took part in a CIOT-sponsored debate on taxation alongside Vince Cable.

Paul & Ian

"Thank you so much for your kind help, patience and understanding of our situation"

[ If you want to access the expertise of Jane, Louis or Maggie please contact Isis Financial Planners ]

Andy, Norfolk

"I had been looking for some time for someone with the broad skills and knowledge to help with the commercial, tax and financial aspects of my retirement and Isis were the only company I could find that met my requirements."

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

Reducing the risk of investments

Modifying an investment portfolio to reduce risk and to make them more tax efficient.

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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