Response rating
10/10
FCA verified
4th December 2017

Aisa Professional

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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Group pensions
    • Taxation planning
    • EEA
    • Rest of world
    • Wealth management
    • Equity release
    • Home reversion
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Critical illness
    • Life insurance
    • Lump sum
    • Regular savings
    • Long term care
Meet our advisers
adviser-person
John Reid
Later Life Adviser
Where to find us
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 arena although we also have specialist advisers in the areas of inheritance & trust planning and Long Term Care.

Our services

AisaProfessional specialises in Expatriate Financial Panning, Pre Retirement & Retirement Planning, Investments & Wealth Management, Inheritance Tax Planning and Long Term Care Advice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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