Aisa Financial Planning
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 area, although there are also specialist advisers in the areas of inheritance and trust planning, and Long Term Care.
Aisa specialises in:
Expatriate Financial Planning
Pre retirement and retirement planning
Investments & Wealth Management
Inheritance Tax planning
Long Term Care
Client Service
-
Telephone
-
Online (Live chat, video, email)
-
Face to face
Similar advisers near you
Legal information
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.