1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Of England
  6. breadcrumb-arrow
  7. Norfolk
  8. breadcrumb-arrow
  9. Norwich
  10. breadcrumb-arrow
  11. Aisa Financial Planning

Aisa Financial Planning

Independent Financial Adviser  428 Unthank Road, Norfolk, Norwich, 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
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Buy my next home
check
Equity release
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Regular savings
check
Critical illness
check
Life insurance
check
Taxation planning
check
EEA
check
Rest of world
check
Group Pension/Stakeholder
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR John Reid
Financial Planner
Accreditations
Later Life Accredited Adviser
MR Clive Tutton
Director
Accreditations
Later Life Accredited Adviser
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
Head office address: 428 Unthank Road, Norfolk, NR4 7QH
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

SG Wealth Management Limited
Independent Financial Adviser 0.61 mi
Award-winning Chartered financial planners providing independent financial advice for private and corporate clients across East Anglia..
 
See profile
CarterDawes IFA Solutions Ltd
Independent Financial Adviser 0.76 mi
 
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 1.06 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
Quilter Financial Advisers
Restricted - whole of market 1.28 mi
At Quilter Financial Adviserswe specialise in personal and corporate financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients
 
See profile