Oxford independent financial adviser (IFA): Isis Financial Planners – financial advice and wealth management advice in Oxford, Oxfordshire
Isis Financial Planners was formed in Oxford, and Louis Letourneau and his highly experienced independent financial adviser (IFA) colleagues have been providing financial advice to the people of Oxford and Oxfordshire for many years. Isis have been Chartered Financial Planners - a highly prestigious status, since 2010.
Isis Financial Planners advises on about £65M of clients' money and provides advice on a full range of wealth management and personal financial planning, such as:
- pension planning
- trust and estates advice from a fully qualified member of STEP (the Society of Trust and Estate Practitioners)
- investment advice
- tax planning (from one of the country's top tax advisers)
If you live in Oxford or Oxfordshire, Isis Financial Planners would be pleased to support you with wealth management advice and financial advice. Isis Financial Planners also offers the following services to people in Oxford city and Oxfordshire:
Louis Letourneau, based in Oxford, is an experienced independent financial adviser (IFA), but also a full member of the Society of Trust and Estate Practitioners (STEP). STEP, states, on its website:
"The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network.
STEP provides education, training, representation and networking for its members, who are professionals specialising in trusts and estates, executorship, administration and related taxes. Members advise clients on the broad business of the management of personal finance.
Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates."
Louis, therefore, brings a fairly unique combination of skills and experience to Oxford, as an experienced financial planner and as qualified trust and estate practitioner.
So if you live in Oxford, Oxfordshire or the surrounding area, and want to access the experience of Isis Financial Planners then we are waiting to hear from you. We look forward to talking to you.
To contact us, click on this link Contact Isis Financial Planners, IFA - serving Oxford and Oxfordshire now.
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."
