Isis Financial Planners – Chartered Independent Financial Advisers (IFA) - For Oxfordshire, Berkshire, London, Sussex, The Cotswolds, Brighton And The Surrounding Area From Locations In The Cotswolds, Oxford And Brighton

Isis Financial Planners, Chartered Financial Planners, are independent financial advisers (IFA) providing a highly personalised, professional financial planning and wealth management service from locations in the Cotswolds, Oxford and Brighton & Hove. We provide financial planning services for clients all over the UK, with many of these being in London and the south of England.

We believe it is imperative for a financial planner to be totally independent of any other company so that they can find the very best product/service for each person's needs.

Isis Financial Planners now advises on about £180M of clients' money.

Our three independent financial advisers (IFA) are some of the most experienced in the business:

• Maggie Fleming, Chartered Financial Planner, MA, CTA, TEP, APFS - tax
• Louis Letourneau, Chartered Financial Planner, MA,  TEP, APFS - wealth management and investments
• Jane Mudge, Chartered Financial Planner, FPFS, ACII - pensions

We are delighted that in June 2019 and June 2020, we recruited two new Financial Planners:

• Will Allen, BA , Financial Planner
• Philippe Edwards, BA , Financial Planner

We’d also like to introduce our excellent administrative team: 

• Kevin Clark, Administrator 
• Lucy Cooke, Administrator 

Since 2009, Louis Letourneau and Maggie Fleming have been fully qualified members of STEP - the Society Of Trust And Estate Practitioners. 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 Louis Letourneau's and Maggie Fleming's membership of the Society of Trust and Estate Practitioners. Society Of Trust And Estate Practitioners.

Contact Isis Financial Planners - independent financial advisers (IFA) - now and benefit from our significant financial planning and wealth management experience.