Personal, professional and hands-on financial advice, financial planning and wealth management from Chartered Financial Planners: Isis Financial Planners: Independent Financial Advisers (IFA). Isis Financial Planners is a team of highly experienced, independent financial advisers (IFAs) specialising in providing high-net worth individuals with personalised, professional and hands-on financial advice, financial planning and wealth management services.
Our many loyal clients tell us that our success is due to our total commitment to understanding their needs, aspirations and lifestyle choices and delivering tailored advice in a no-nonsense, understandable and jargon-free fashion.A further demonstration of the trust of our clients is that we now manage over 100M of client's money.
Our many loyal clients tell us that our success is due to our total commitment to understanding their needs, aspirations and lifestyle choices and delivering tailored advice in a no-nonsense, understandable and jargon-free fashion.A further demonstration of the trust of our clients is that we now manage over 100M of client's money.
Services
Isis Financial Planners, Chartered Financial Planners, are independent financial advisers (IFA) providing a highly personalised, professional financial planning and wealth management service from locations in the Cotswolds, Oxford and Brighton & Hove. We provide financial planning services for clients all over the UK, with many of these being in London and the south of England.
Many people that should have life insurance don't have any at all. All too often we find that couples with children are completely unprotected. As financial advisers, one of our priorities is to ensure that clients with families have some life insurance cover. But of course it's no good waiting until illness strikes to realise you need cover - by then it could be too late.
This is perhaps one of the most contentious types of insurance currently available. As the name suggests, it provides cover against a range of illnesses deemed critical - the most common ones are heart attack, cancer and stroke. As with life insurance, it is designed to provide a lump sum. Unlike life insurance, you don't have to die for the plan to pay out.
There is much confusion over terminology for this type of plan and it can mean different things to different people. What we are talking about is protecting your income in the event of you being unable to work as a result of illness, accident or incapacity. This type of plan doesn't cover redundancy.
Many people don't realise that unmarried couples are not recognised in law - there is no such thing as a 'common law' spouse. In recent years, there have been two major reports by the Law Commission which recommended giving cohabitants greater rights in the areas of property, intestacy and family provision but the Government has not as yet moved to implement any of these proposals.
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