Aisa Financial Planning

Independent Financial Adviser 428 Unthank Road, Norfolk, Norwich, NR4 7QH
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
9th December 2019
We treat clients the way we would like to be treated ourselves.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Equity release
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • Regular savings
    • Critical illness
    • Life insurance
    • Taxation planning
    • EEA
    • Rest of world
    • Group Pension/Stakeholder
    • Long term care
Meet our advisers
adviser-person
John Reid
Financial Planner
Accreditations
Later Life Accredited Adviser
adviser-person
Clive Tutton
Director
Accreditations
Later Life Accredited Adviser
Where to find us

428 Unthank Road, Norfolk, Norwich, NR4 7QH

Make an enquiry
About us

AisaProfessional is a Chartered firm of Independent Advisers that wins national awards. Advisers have specific knowledge and qualifications in the specific areas of pensions, investments and trust planning. Aisa is also 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 complement 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 Tax Treaties. Much of our work is in the pension area although we also have specialist advisers in the areas of inheritance & trust planning and Long Term Care.

Our services

AisaProfessional specialises in Expatriate Financial Planning, Pre Retirement & Retirement Planning, Investments & Wealth Management, Inheritance Tax Planning and Long Term Care Advice. Client Service is very important.

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

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