Maggie Fleming - Financial Planner, IFA, Trust and Tax Expert
Maggie Fleming is an associate of the Chartered Institute of Taxation and is an associate of the Personal Finance Society (APFS). She is a fully qualified STEP (Society of Trust and Estate Practitioners) practitioner and is an experienced and highly-qualified Independent Financial Adviser (IFA). At Isis Financial Planners she specialises in providing tax and trusts advice to our clients.
After 11 years as a specialist at Arthur Andersen she joined Rainbow Finance Limited - IFA, specialising in personal tax planning and opening Rainbow's Brighton office. She now heads up Isis' office in Brighton.
She is a well-known figure in Brighton and writes for the Daily Telegraph, as well as various professional journals and has also spoken many times on local radio, as well as on Radio 4's MoneyBox Live. She has also appeared on the BBC's Breakfast program talking about the UK's Civil Partnership Rights.
In mid-2005, Maggie was appointed to the highly prestigious Personal Taxes Sub-Committee of the Technical Committee of the Chartered Institute of Taxation. She currently serves on the CGT & Investment Income sub-committee.
In 2005, she took part in a CIOT-sponsored debate on taxation alongside Vince Cable.
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."
