About Aisa Financial Planning

We work hard for those who care about outcomes with a focus on reassurance
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 arena, although there are also specialist advisers in the areas of inheritance and trust planning, and Long Term Care.
Pensions & retirement:

Pensions & retirement planning

Financial planning:

Wealth management

Investments:

Investing for income

Tax & trust planning:

Income tax

Estate planning

Savings:

Lump sum

Regular savings

Expatriate finances:

EEA

Rest of world

Business:

Employee benefits

Group pensions

Group protection

:

Long term care

Mortgages:

Buy my next home

Equity release