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Aisa Group in the Press: Cyprus Office Announcement
International Adviser have publicised the opening of our latest...
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The Aisa Group Celebrates its 20 Year Anniversary!
The Aisa story started in 1999 when Aisa Financial...
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Aisa Group scoops two at International Adviser Awards 2019
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"OpesFidelio is no different to our network." Is this true?
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Beacon Global Group and Aisa International announce strategic agreement in Europe
There has been a press release, now published on...
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Brexit and Financial Advice in the EU
Here’s an interesting piece about the potential impacts of...
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OpesFidelio wins Best in Client Service Award 2018UK Inheritance Tax Planning Adviser of the Year 2018
Congratulations to our Bristol-based adviser Geordie Bulmer who has...
Implementation of IDD deferred until October 1st 2018The European Commission is postponing the implementation of the...
OpesFidelio unveils 'Bond vs Platform' Spreadsheet to its AdvisersThere was an article posted in International Investment this...
Spanish-compliant bonds "too often a rip-off" for investorsExplaining PRIIPSPackaged Retail Investment and Insurance-Based Products – PRIIPs
Packaged retail...
The impact of MiFID II and PRIIPSChris Lean, one of our senior financial advisers within...
Aisa's John Reid wins SIPP Planner of the Year awardWinners again at International Investment AwardsDunhill Financial in the PressOur very own OpesFidelio network member Brian Dunhill was...
Aisa International scoops two at International Adviser Awards 2017At the recent International Adviser Awards held at the...
"Hurricane of Legislation" to hit EU based advisersAt the recent International Adviser’s Future Advisory Forum that...
Dublin duo join OpesFidelio networkAisa International is nominated as a finalist in the Best Best-Practice Awards 2017Aisa Professional nominated at Moneyfacts 2017 Awards for Investment Adviser of the YearAisa Professional - Best Individual Pension Firm (South West & Wales Region)Are the UK's CII Diplomas what you need when you are advising overseas?The OpesFidelio Business Development Manager, Shane Wood, was one...
Aisa Professional Win 'Excellence in Investment Planning' at International Adviser AwardsOpesFidelio Prague Conference 2017Transparency - the new buzzword in offshore financeTransparency, as a description of advice delivery, is being...
New QROPS Adviser Best PracticeThis article was originally published in International Adviser in...
Feedback on the QROPS 25% tax shock announcementJames Pearcy-Caldwell, CEO of the Aisa Group that includes...
Offshore Adviser QualificationsAt OpesFidelio, we believe in the promotion of qualifications,...
10 Reasons to Use a QROPSAisa International opens branch in South AfricaHMRC remove France and Italy from QROPS listIt may have slipped under the radar and happened...
Aisa International wins major award at 17th annual International Fund & Product AwardsAisa International creates new European Investment Branch in Czech RepublicAisa International / OpesFidelio win Best Adviser Firm EuropeThe key benefits of belonging to OpesFidelioAisa International is a finalist in the International Investment category of Best Practice Offshore 2016Aisa International has been appointed as a...
EU Rules on PRIIPS not affected by BrexitHowever you voted in the EU Brexit referendum, there...
Aisa Nominated for Moneyfacts 'Investment Adviser of the Year' AwardEuropean fee-based advisers sought by UK networkBy: Helen Burggraf – International Investment | 29 Jun...
Brexit Referendum result - Investment perspectiveThe people of the UK have voted in favour...
Three financial adviser initiatives: AisaPromoting fees and transparency into the EU and beyondWorking in partnershipFeedback and Technical SupportFinancial Times article supports OpesFidelio strategyWe commented on the article and became an “Editors...
UK pensions overseas: what happens if you decide to move home?Decent summary
But, there is a lot more to this...
Awards Won
