Aisa Financial Planning

Independent Financial Adviser  428 Unthank Road, Norwich, Norfolk, NR4 7QH
First meeting at adviser's own cost
We treat clients the way we would like to be treated ourselves.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Life insurance
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Taxation planning
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EEA
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Rest of world
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Group Pension/Stakeholder
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 27th January 2020
Meet our advisers
John Reid
Financial Planner
Clive Tutton
Director
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.

Where to find us

428 Unthank Road, Norfolk, Norwich, NR4 7QH

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 27th January 2020

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