Isis Financial Planners Limited

Independent Financial Adviser Po Box 407, Oxford, OX2 8XB
FCA verified
17th June 2019
We can advise you on
    • Equity release
    • ISAs
    • OEICs
    • Offshore investments
    • Traded endowment policies
    • Unit trusts
    • Commercial mortgages
    • Group pensions
    • Stakeholder
    • Taxation planning
    • Long term care
Meet our advisers
Jane Mudge
Where to find us

Po Box 407, Oxford, OX2 8XB

About us

Isis offers highly personalised, professional and hands-on financial planning and wealth management. We listen carefully so as to understand your immediate and long term goals. We use our extensive market knowledge and experience plus the latest information systems to provide you with advice that you can trust. Our team prides itself on personally managing our clients and we do not sell "products" - we provide personalised advice, tailored to your very particular needs and wishes.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
Preferred clients
Minimum wealth (income/assets)

Similar advisers near you

Independent Financial Adviser 1.93 mi
Providing individually tailored financial plans to to help clients clarify and then meet their future goals and aspirations.
Independent Financial Adviser 1.93 mi
A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 30 years.
Independent Financial Adviser 2.08 mi
Our aim is to help clients meet their financial goals and aspirations by offering comprehensive, clear and straightforward advice.
Independent Financial Adviser 2.14 mi
Our overall objective is to assist you in retaining your wealth, and to achieve financial growth via sound financial planning.