Isis Financial Planners

Isis Financial Planners is a firm of Chartered Financial Planners that provides independent financial advice across the UK. They focus on personal and tailored client relationships, assisting individuals and families with their financial matters.
  • Tax Planning
  • Investment Planning
  • Retirement Planning
  • Trusts & Estate Planning
  • Protection and Insurance Service
Size
Small
Phone
+44 (0) 1865 655980
Website
isisfp.co.uk
Email
Available in Endole App
Locations
2, Red House Farm, Eynsham Rd, OX2 9NH
01865655980
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Isis Financial Planners is operated by Isis Financial Planners Limited and is a Active company incorporated on 10 September 2001 with the registered office located in Oxford, Oxfordshire. Isis Financial Planners Limited was registered 24 years ago.
Status
Active
Size
Micro
Directors
9
Age
24 years old
Employees
8
Turnover
Unreported
Total Assets
£346.79K
Cash in Bank
£136.85K
Total Liabilities
-£205.67K
William Duncan Allen
Director • Director • Financial Planner • British • Lives in England • Born in Dec 1993
Louis Letourneau
Director • Director • Secretary • British • Lives in UK • Born in Mar 1965 • Financial Advisor
Margaret Jennifer Fleming
Director • British • Lives in England • Born in Jan 1952
Jane Rosemary Mudge
Director • British • Lives in England • Born in Jan 1958
Philippe James Edwards
Director • British,canadian • Lives in England • Born in Jan 1993
David Stewart King
Director • Consultant • British • Lives in England • Born in Apr 1960
More information on Isis Financial Planners Limited
Teams
All
2
Will Allen
Director • Joined Oct 2024
Dave King
Director