Brighton & Hove, Sussex Chartered Financial Planners & independent financial advisers (IFA): Isis Financial Planners – financial advice and wealth management experts
Maggie Fleming, Chartered Financial Planner and tax expert at Isis 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 is been committed to providing financial independent financial advice to the people of Brighton and Hove, Sussex and the surrounding area for many years.
Independent financial advice services for Brighton & Hove, Sussex and surrounding area
As at Autumn 2013 Isis Financial Planners advises on about £100M of clients' money. Isis provides wealth management and personal financial planning advice on a wide range of areas such as:
- pensions and retirement planning
- investment planning and advice
- advice on trusts and estates from a fully qualified member of STEP (the Society of Trust and Estate Practitioners)
- tax advice and planning (Maggie is one of the top tax advisers in the country)
Maggie Fleming and her colleagues would be very pleased to support you if you live in Brighton or Hove, Sussex or any of the surrounding areas (we also work across the UK).
As well as the financial services listed above, Isis Financial Planners can also offer the following services to people in Brighton & Hove and Sussex:
- life assurance / life insurance cover and advice
- critical illness insurance cover and advice
- income protection (permanent health insurance - PHI) insurance and advice
Society Of Trust and Estate Practitioners
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 is the worldwide professional association for practitioners dealing with family inheritance and succession planning. STEP helps to improve public understanding of the issues families face in this area and promotes education and high professional standards among its members.”
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.
Contact Isis Financial Planners: Independent Financial Adviser and Chartered Financial Planner in Brighton & Hove, Sussex and surrounding area
So if you live in Brighton, Hove, Sussex or the surrounding area and want to access the experience of Isis Financial Planners then we are waiting to hear from you. We look forward to talking to you.
Isis Financial Planners support clients nationally (with many being in London and the south of England) from locations in Brighton (Sussex) and Oxford (Oxfordshire).