Isis Financial Planners Limited

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.