IP
Isis Financial Planners Limited
aka Isis Financial Planners Limited
Contact & Location
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Regulatory Information
- FRN
- 207297
- Status
- Authorised
- Date Authorised
- 1 February 2002
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 04284325
- Company Status
- Active
- Incorporation Date
- 10 September 2001
- Directors
- 5
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 30 September 2025
- SIC Codes
- 64999
Team (6)
Jane Rosemary Mudge
ApprovedCertifiedMargaret Jennifer Fleming
ApprovedCertifiedLouis Letourneau
ApprovedCertifiedPhilippe James Letourneau Edwards
ApprovedCertifiedWilliam Duncan Allen
ApprovedCertifiedDavid Stewart King
No longer required
Google Reviews
5.0
5 reviews on Google
Read reviews on GoogleSourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.
Quick Facts
- Oxford, South East
- 24 years FCA-authorised
- 9 registered individuals
- 4 specialisms
- 6 FCA permissions
- CH 04284325
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.