Louis Letourneau - Financial Planner, Wealth Management, Trusts and Investment Expert

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Louis Letourneau - wealth management and investment expert at Isis Financial Planners - independent financial advisers serving Oxford, the Cotswolds, Brighton, Sussex, London and the South of England Louis Letourneau, Chartered Financial Planner, MA, TEP, APFS is an experienced independent financial adviser (IFA), a Member of The Personal Finance Society (DIP PFS) and a specialist in financial planning and wealth management. He has a BA in economics, an MA in international relations and a background in Canadian politics.

He holds the Advanced Financial Planning Certificate and is a fully qualified STEP (Society of Trust and Estate Practitioners ) practitioner, making Louis one of the most experienced and senior practitioners in the field of trusts and estates.

Louis Letourneau became a financial adviser in 1994 and he speaks regularly on national and local radio and has appeared several times on BBC2's Working Lunch.

His highly personal approach to financial planning together with his technical investment skills and the support of the other partners at Isis Financial planners (Maggie Fleming - tax expert, and Jane Mudge - pensions expert), makes him one of the most sought after advisors in the industry.

If you would like to speak to Louis Letourneau about any of your personal financial planning requirements, please contact Isis Financial Planners.

Louis works out of Oxford, Oxfordshire, but advises clients in London, the south of England and throughout the UK (and even overseas!).

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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