Louis Letourneau
Director, Chartered Financial Planner
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 […]
Jane Mudge
Director, Chartered Financial Planner
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 […]
Maggie Fleming
Director, Chartered Financial Planner
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 […]
Will Allen
Director, Financial Planner
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 […]
Philippe Edwards
Director, Financial Planner
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 […]
Kevin Clark
Administrator
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 […]
Lucy Cooke
Administrator
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 […]
