Personal, professional and hands-on financial advice, financial planning and wealth management from Chartered Financial Planners: Isis Financial Planners: Independent Financial Advisers (IFA)
Isis Financial Planners is a team of highly experienced, independent financial advisers (IFAs) specialising in providing high-net worth individuals with personalised, professional and hands-on financial advice, financial planning and wealth management services.
Our many loyal clients tell us that our success is due to our total commitment to understanding their needs, aspirations and lifestyle choices and delivering tailored advice in a no-nonsense, understandable and jargon-free fashion. A further demonstration of the trust of our clients is that we now manage around £180M of client's money.
Our Team Of Financial Advisers
The Isis Financial Planners team of financial advisers (IFAs) are some of the most qualified in the country, all with considerable experience of delivering personalised financial advice. They communicate their knowledge and advice in such a way that you will fully understand their advice and recommendations. Read more about our team of independent financial advisers.
Chartered Financial Planners
In July 2010 the company was awarded the prestigious "Chartered Financial Planners" title by the Chartered Institute of Insurance. The Personal Finance Society's website states: "With fewer than 500 firms of 'Chartered Financial Planners', it remains an exclusive and valuable distinction."
The Society of Trust and Estate Practitioners
In addition two of our advisers, Louis Letourneau and Maggie Fleming are fully qualified members of The Society of Trust and Estate Practitioners (STEP). The STEP website states, "Full members of STEP are the most experienced and senior practitioners in the field of trusts and estates." Read more about Isis and STEP.
Contact Isis Financial Planners, today.
If you are a high-net-worth individual who wants more than just another "High Street" approach to the creation, management and protection of your wealth and your future, contact Isis Financial Planners – we look forward to hearing from you.
