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
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
Louis Letourneau
Director • Director • Secretary • Financial Advisor • British • Lives in UK • Born in Mar 1965
Margaret Jennifer Fleming
Director • Financial Advisor • British • Lives in England • Born in Jan 1952
Jane Rosemary Mudge
Director • Financial Adviser • British • Lives in England • Born in Jan 1958
William Duncan Robert Allen
Director • Director • British • Lives in England • Born in Dec 1993 • Financial Planner
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