Why us?

What Our Clients Say

Why us? These genuine comments from some of our clients support what we have already said. Thank you to all of our clients who gave us, and continue to give us, this valuable feedback.

Financial Planners Oxfordshire Testimonials

It is not an exaggeration to say that the team at Isis have helped me to re-build my life after a significant life change. The financial advice from Isis hasn’t just been about “numbers” and “money”: the team took the time to get to know me, and to understand my personal circumstances, hope and values. Their empathic understanding of my responsibilities, together with their expert advice, meant that I could make decisions about my future that were grounded in a secure financial base. I am incredibly grateful for their ongoing advice.
MF, London
We first started using ISIS financial planners in 1996. We have found them to be honest, reliable, friendly, and totally supportive to our personal circumstances. We would thoroughly recommend Isis for professional financial services.
RS, Oxford
Isis are extremely knowledgeable about various products constantly reviewing your investments in order to make your money work for you but totally approachable and nothing ever seems to be too much trouble
HB, Sutton Coldfield
I have been a client of Isis for in excess of 20 years. I have referred a number of friends over the years and have always been very happy with their client management and personalised service. Although my portfolio is under the management of an excellent long-standing adviser there is a really effective and personable team of advisers in the background as well.
DR, London
Isis has been looking after my investments since 2009. They make everything clear to me when changes have to be made and also meet with me annually for a face to face which is a great opportunity to discuss other aspects of my expectations and what they deliver, as it happens very well
DM, London
I cannot speak highly enough of the wonderful service I have received from Isis. They have always been totally professional, approachable, trustworthy, and committed to providing the best possible customer service. I would not hesitate to recommend them to anyone. They can be re-assured by their work ethic. I have always felt totally secure and valued as a client.
DF, Aylesbury

“I cannot speak highly enough of the wonderful service I have received from Isis. They have always been totally professional, approachable, trustworthy, and committed to providing the best possible customer service. I would not hesitate to recommend them to anyone. They can be re-assured by their work ethic. I have always felt totally secure and valued as a client.” – DF, Aylesbury

“Isis has been looking after my investments since 2009. They make everything clear to me when changes have to be made and also meet with me annually for a face to face which is a great opportunity to discuss other aspects of my expectations and what they deliver, as it happens very well” – DM, London

“I have been a client of Isis for in excess of 20 years. I have referred a number of friends over the years and have always been very happy with their client management and personalised service. Although my portfolio is under the management of an excellent long-standing adviser there is a really effective and personable team of advisers in the background as well.” – DR, London

“Isis are extremely knowledgeable about various products constantly reviewing your investments in order to make your money work for you but totally approachable and nothing ever seems to be too much trouble” – HB, Sutton Coldfield

“We first started using ISIS financial planners in 1996. We have found them to be honest, reliable, friendly, and totally supportive to our personal circumstances. We would thoroughly recommend Isis for professional financial services.“ – RS, Oxford

It is not an exaggeration to say that the team at Isis have helped me to re-build my life after a significant life change. The financial advice from Isis hasn’t just been about “numbers” and “money”: the team took the time to get to know me, and to understand my personal circumstances, hope and values. Their empathic understanding of my responsibilities, together with their expert advice, meant that I could make decisions about my future that were grounded in a secure financial base. I am incredibly grateful for their ongoing advice.” MF, London