Isis Financial Planners Limited
Verified IntelIsis Financial Planners, Chartered Financial Planners, and members of STEP (the Society Of Trust and Estate Practitioners) provide wealth management services to private and corporate clients. Founded in February 2002 by Louis Letourneau, Maggie Fleming and Jane Mudge, Isis aims to deliver quality, holistic financial advice to their clients, with particular emphasis on investment, pensions and tax. In today's rapidly changing environment they have ensured that they have a robust system for continuing professional development and in gaining the top financial planning qualifications. Louis, Jane and Maggie are especially proud of their individual Chartered Financial Planners status and of their Corporate Chartered status, which the company gained in 2010. From their bases in Sussex and Oxfordshire they provide financial planning services for clients all over the UK. Isis Financial Planners currently advises on about £65M of clients' money.
Isis Financial Planners, Chartered Financial Planners, and members of STEP (the Society Of Trust and Estate Practitioners) provide wealth management services to private and corporate clients. Founded in February 2002 by Louis Letourneau, Maggie Fleming and Jane Mudge, Isis aims to deliver quality, holistic financial advice to their clients, with particular emphasis on investment, pensions and tax. In today's rapidly changing environment they have ensured that they have a robust system for continuing professional development and in gaining the top financial planning qualifications. Louis, Jane and Maggie are especially proud of their individual Chartered Financial Planners status and of their Corporate Chartered status, which the company gained in 2010. From their bases in Sussex and Oxfordshire they provide financial planning services for clients all over the UK. Isis Financial Planners currently advises on about £65M of clients' money.
Corporate Firmographics
Entity classification and operating profile
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- Undisclosed
- Employee Bracket
- 1-10
- Estimated Revenue Range
- Undisclosed
Geographic Coordinates
Headquarters address and regional territory
- Street Address
- PO Box 407 Oxfordshire Oxford
- City
- Oxford
- Region / State
- Oxfordshire
- Postal Code
- OX2 8XB
- Country
- United Kingdom
Digital Presence & Footprint
Verified domains, socials, and directory profiles
Frequently Asked Questions
Verified business inquiries and firmographic telemetry for Isis Financial Planners Limited.