Brighton & Hove independent financial adviser (IFA): Isis Financial Planners (Chartered Financial Planners) – financial advice and wealth management advice in Brighton and Hove, Sussex
Maggie Fleming, tax expert at 
Isis Financial Planners (Chartered Financial Planners) has been an independent financial adviser (IFA) in Brighton & Hove, Sussex for many years. Together with her highly experienced colleagues Louis Letourneau and Jane Mudge she has been providing financial advice to the people of Brighton and Hove, Sussex and the surrounding area for many years.
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 Brighton or Hove, Sussex or any of the surrounding areas 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 Brighton & Hove and Sussex:
Maggie Fleming, based in Brighton, is an experienced independent financial adviser (IFA), and also a full member of the Society of Trust and Estate Practitioners (STEP). STEP, states, on its website:
"STEP members are experts from the legal, accounting and banking professions who can support you through any trusts or estates issue.
STEP Members are experts in:
- estates and succession;
- domestic and offshore trusts;
- trust and estate litigation; and
- tax planning
Full Members of STEP are by definition the most experienced and senior practitioners in the field of trusts and estates."
Maggie, therefore, brings a fairly unique combination of skills and experience to Brighton, Hove and Sussex, as an experienced financial planner (IFA) and as qualified trust and estate practitioner.
So if you live in Brighton, Hove, Sussex or the surroundingarea andwant 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 - serving Brighton, Hove and Sussex now.
Isis Financial Planners support clients nationally (with many being in London and the south of England) from locations in Brighton (Sussex) and Oxford (Oxfordshire).
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."
