Aisa Financial Planning

Independent Aisa Financial Planning, 10, Prince Maurice Court, Hambleton Avenue, Wiltshire, Devizes, SN10 2RT
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
11th November 2019
We work hard for those who care about outcomes with a focus on reassurance
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Geordie Bulmer
adviser-person
Clive Tutton
adviser-person
James Pearcy-Caldwell
Director
Accreditations
Certified Financial Planner Chartered Financial Planner
adviser-person
John Reid
Where to find us

Aisa Financial Planning, 10, Prince Maurice Court, Hambleton Avenue, Wiltshire, Devizes, SN10 2RT

Make an enquiry
About us

Aisa is a Chartered firm of Independent Advisers that wins national awards and employs advisers that have specialist knowledge and qualifications in the specific areas of pensions, investments and trust planning. Aisa is registered in the USA with the SEC to provide investment advice for those moving to the USA, as well as being FCA regulated pension transfer specialists. We are able to provide cross-border EU advice to advise and assist people moving overseas. To compliment any initial advice, Aisa offers an ongoing service to those in the UK, EU or USA in the ongoing management of your investments. Throughout, there is a strong focus on governance, the investment management process and tax issues including Double Taxation Treaties. Much of our work is in the pension arena, although there are also specialist advisers in the areas of inheritance and trust planning, and Long Term Care.

Our services

Aisa specialises in:
Expatriate Financial Planning
Pre retirement and retirement planning
Investments & Wealth Management
Inheritance Tax planning
Long Term Care

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0