Meet The Team

Louis Letourneau, Chartered Financial Planner, MA, TEP, APFS is an experienced independent financial adviser and specialist in financial planning and wealth management. He has a BA in economics, an MA in international relations and a background in Canadian politics. He holds the Advanced Financial Planning Certificate and is a fully qualified STEP (Society of Trust and Estate Practitioners) practitioner, making Louis one of the most experienced and senior practitioners in the field of trusts and estates. Louis Letourneau became a financial adviser in 1994 and prides himself on his highly personal approach to financial planning. Together with his technical investment skills and the support of the other partners, he is one of the most sought-after advisers in the industry. Louis works out of Oxford but advises clients in London, the south of England and throughout the UK.

Jane Mudge is a Chartered Financial Planner and independent financial adviser. She is also a Fellow of the Personal Finance Society by examination (FPFS).

Jane specialises in pensions work and holds the much sought after G60 (Pensions), K10 (Retirement Options) and K20 (Pension Investment Options) elements of the Advanced Financial Planning Certificate. This makes her amongst the most experienced women in the pensions profession.

Before becoming an independent financial adviser in 1999, Jane worked for several life offices, including Friends Provident, and has over 30 years’ experience of working in the financial services sector.

She believes passionately in delivering quality independent and unbiased advice on a client-agreed remuneration basis – ‘if I can’t be independent, I’d rather not bother!’.

Maggie Fleming is a Chartered Financial Planner, associate of the Chartered Institute of Taxation, and is an associate of the Personal Finance Society (APFS). She is a fully qualified STEP (Society of Trust and Estate Practitioners) practitioner and is an experienced and highly qualified Independent Financial Adviser (IFA). Maggie specialises in providing tax and trusts advice to our clients.

After 11 years as a specialist at Arthur Andersen she joined Rainbow Finance Limited as an IFA, specialising in personal tax planning and opening Rainbow’s Brighton office.

She is a well-known figure in Brighton and previously wrote for the Daily Telegraph on property tax issues. She has also written for various professional journals and has spoken many times on local radio, as well as on Radio 4’s MoneyBox Live. She has also appeared on the BBC’s Breakfast program talking about the UK’s Civil Partnership Rights.

Maggie has served on several Chartered Institute of Taxation sub-committees and, some years ago,
took part in a CIOT-sponsored debate on taxation alongside several leading politicians and tax experts.

Will Allen joined the team at Isis in 2019, after three years in Healthcare Communications. Will holds the Diploma in Regulated Financial Planning (DipPFS), as well as the Certificate in Discretionary Investment Management (CertDIM). Will works closely with the Isis team and clients across all aspects of financial planning, specialising in investment planning.

Will is working towards the Advanced Diploma in Financial Planning (APFS) with the view to becoming a Chartered Financial Planner. He holds a bachelor’s degree in French from University of Leeds and, although he is based in London, not only visits clients in the capital, but in Oxfordshire, the south of England and throughout the UK.

Philippe Edwards joined Isis Financial Planners in June 2020 and obtained his Diploma in Regulated Financial Planning (DipPFS) by July 2021, as well as now holding the Certificate in Discretionary Investment Management (CertDIM).

Philippe is now studying towards his Advanced Diploma in Financial Planning, with the aim of becoming a Chartered Financial Planner. Philippe works closely with all the Isis team across all aspects of financial planning. Philippe is currently based in Hampshire but travels across the country to meet clients.

Kevin has worked with Independent Financial Advisers since 1999 and is a very experienced administrator offering a high degree of professional support to the company’s financial advisers.

In his role with Isis Financial Planners, he performs all the actions generated from the client reviews to ensure that the advisers’ recommendations are executed accurately and updated into the company’s back-office system in a timely fashion.

Kevin also deals with all reconciliation of remuneration statements and client fees, as well as ensuring that all Financial Reporting is managed correctly.

Before joining the world of IFAs, Kevin worked at a large automotive spares company. He was in charge of the organisation of the export of all goods across the globe by road, air and sea.

Outside of the office, Kevin likes going to cinema, going for long walks and spending time with his long-term partner and their grandson.

The newest addition to the Isis Financial Planners team, Lucy Cooke, joined us in May 2022 as an administrator. Lucy has over 15 years’ experience in a variety of customer service and administrative roles across the private sector from engineering to forensic science services.

With excellent communication and project management skills, and a client focused approach, Lucy enjoys working alongside our clients and advisers to provide a high level of support. Lucy is also assisting Louis Letourneau with his work on trusts and estates.

Outside of work Lucy enjoys spending evenings and weekends with family, which usually involves a lot of travelling and eating.