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  11. Aisa Financial Planning

Aisa Financial Planning

Independent Financial Adviser  The Barn, Cambridgeshire, CB24 5PQ
First meeting at adviser's own cost
We work hard for those who care about outcomes with a focus on long term relationships with our clients
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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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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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Long term care
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Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
MR John Reid
Financial Planner
Accreditations
Later Life Accredited Adviser
MR Clive Tutton
Director
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 area, 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
Client Service

Where to find us
Head office address: The Barn, 41a Glover Street, Over, Cambridgeshire, CB24 5PQ
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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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 14th June 2021

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