Archive | Aisa Financial Planning

Aisa Group win multiple at International Adviser Awards 2020

We are delighted to report that various Aisa Group entities, including the OpesFidelio network,  have been in amongst it with the winning of International Adviser Awards for 2020, after the results were published earlier this week. International Adviser splits its awards amongst five geographical areas ( the UK, Continental Europe, Middle East, South Africa, and […]

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The Aisa Group Celebrates its 20 Year Anniversary!

The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, directors James Pearcy-Caldwell and Clive Tutton shunned the high initial commission approach, instead implementing a transparent fee based service. Informed by other advisers at the time that investors would never accept this approach, Clive […]

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UK Inheritance Tax Planning Adviser of the Year 2018

Congratulations to our Bristol-based adviser Geordie Bulmer who has just picked up the very prestigious UK Inheritance Tax Planning Adviser of the Year for 2018, as presented by Finance Monthly magazine. Well done to Geordie on what really is a quite stupendous achievement. To read the full interview article with Geordie in Finance Monthly just […]

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Winners again at International Investment Awards

The Aisa Group have picked up three prestigious awards at Thursday evening’s 18th International Fund & Product Awards, held at the Millenium Mayfair Hotel in London and hosted by International Investment magazine. This comes just one week after our two big wins at the International Adviser Awards on Thursday 28th September. There to accept the […]

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Aisa Professional nominated at Moneyfacts 2017 Awards for Investment Adviser of the Year

To add further to previous illustrious awards nominations and wins, Aisa Professional has been nominated in this year’s Moneyfacts 2017 Awards in the category of Investment Adviser of the Year. This is further testament to the superb work carried out by the Aisa Investment Team that has led to nominations in previous years also. The […]

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Aisa Professional Win ‘Excellence in Investment Planning’ at International Adviser Awards

Aisa Professional has won the 2017 award for ‘Excellence in Investment Planning’ at the International Adviser Awards ceremony, held on Wednesday 3rd May at the Waldorf Hilton Hotel in London. One of the key members of the Aisa Investment Committee, Geordie Bulmer, was there on behalf of the company to accept the award. Cheering him […]

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Awards Won