Isis Financial Planners

read moreIsis 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 over 100M of client's money.

read moreIn July 2010 Isis Financial Planners, independent financial advisers (IFA), were awarded the prestigious 'Chartered Financial Planners' title by the Chartered Institute of Insurance. In addition all three of our financial planners, Louis Letourneau, Jane Mudge and Maggie Fleming are individually Chartered Financial Planners. We are very proud to have been awarded Chartered Financial Planner status, a very visible demonstration of the commitment of Isis Financial Planners to deliver the very best and independent financial advice to our customers in Oxfordshire, The Cotswolds, London, Brighton and beyond.

read moreMany people that should have life insurance don't have any at all. All too often we find that couples with children are completely unprotected. As financial advisers, one of our priorities is to ensure that clients with families have some life insurance cover. But of course it's no good waiting until illness strikes to realise you need cover - by then it could be too late. Life insurance companies aren't interested if you've already had a heart attack for example - you need to apply whilst in good health.

read moreJane Mudge, FPFS, ACII, Chartered Financial Planner, specialises in pensions advice and retirement planning and is one of the most qualified pensions advisers in the country. Jane can provide expert advice to help ensure that your retirement planning is tax efficient and provides the income you want for your later years. Together with her highly experienced colleagues, Maggie Fleming (tax expert) and Louis Letourneau (investments) Jane can offer you a holistic and very personal approach to financial planning and wealth management and planning for your retirement.

read moreIsis Financial Planners' Maggie Fleming is one of the most experienced tax advisers in the country. Most investment and pension advisers are not tax experts. But at Isis Financial Planners Ltd we work together as a team to make sure that your savings and investments are as tax-efficient as possible. I can help my colleagues decide on the optimum amount of pension contribution to maximise higher rate tax relief. I can comment on the tax pros and cons of particular investments in a client's particular circumstances.

read moreIsis Financial Planners was formed in Oxford, and Louis Letourneau and his highly experienced independent financial adviser (IFA) colleagues have been providing financial advice to the people of Oxford and Oxfordshire for many years. Isis Financial Planners have been Chartered Financial Planners - a highly prestigious status, since 2010. If you live in Oxford or Oxfordshire, Isis Financial Planners would be pleased to support you with wealth management advice and financial advice. Louis Letourneau, based in Oxford, is an experienced independent financial adviser (IFA), but also a full member of the Society of Trust and Estate Practitioners (STEP).