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.
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
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"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."
