STEP - The Society of Trust and Estate Practitioners
Independent financial advisers (IFA) Louis Letourneau and Maggie Fleming, of Isis Financial Planners, Chartered Financial Planners, are now fully qualified members of STEP - The Society Of Trust And Estate Practitioners. Louis' and Maggie's STEP membership ensures that Isis Financial Planners, from its locations in Oxford, the Cotswolds and Brighton, can offer you the very best advice when dealing with your issues of trusts and estate planning.
The STEP website states:
"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."
The Society Of Trust and Estate Practitioners website also states:
"STEP Members are experts in:
- estates and succession;
- domestic and offshore trusts;
- trust and estate litigation; and
- tax planning"
The STEP profiles of independent financial advisers (IFAs) Louis and Maggie can be viewed by clicking on the links below:
Louis Letourneau's STEP profile page
Maggie Fleming's STEP profile page
Are you a solicitor? We work with many solicitors for the mutual benefit of our clients. Find out more about Isis and solicitors working together.
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."
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