Our Qualifications and Experience

Over A Hundred Years of Experience

Our three founding directors have a combined total of over 100 years of financial planning experience for you to access. Louis Letourneau founded Rainbow Finance in 1996, recruiting Jane Mudge in 1999 and Maggie Fleming in 2000. However, all three have many previous years of experience working with clients and helping them to manage their money and plan their financial futures.

Chartered Financial Planners

We have always put qualifications at the heart of our business. Jane, Maggie and Louis have all obtained individual Chartered Financial Planner status and we aim for all of our advisers to reach this level. Isis Financial Planners as a firm was awarded Chartered Status in June 2010 and we have been able to meet the criteria for the renewal of this in every subsequent year since. 

Society Of Trust and Estate Practitioners (STEP)

Louis and Maggie have both been awarded full membership of the Society of Trust and Estate Practitioners, enabling them to use the TEP designation – the same qualification that most trust and will specialist lawyers have. It is unusual for financial planners to hold this much sought-after qualification.

Our Other Qualifications

Maggie is a Chartered Tax Adviser and this, combined with her STEP qualification, has meant we have developed an expertise in dealing with the most complicated areas of trusts and estates.

Jane Mudge holds the specialist qualifications to advise on a wide range of pension related issues.