The annual International Adviser Best Practice Awards ceremony for the Europe region was held last week on Thursday 26th September and, as in previous years, Aisa Group has come away as multiple award winners. A notable achievement is winning the Excellence in Investment Planning award, which pays testament to the efforts – and performance results […]
Archive | Awards
OpesFidelio wins Best in Client Service Award 2018
The OpesFidelio network has picked up the award for ‘Excellence in Client Service’ at the International Adviser Best Practice Awards for 2018, held at the Courthouse Hotel in Shoreditch, London last Thursday. This is the 3rd year running that the Aisa Group, of which OpesFidelio is an integral part, have won this particular award, and […]
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 […]
Aisa’s John Reid wins SIPP Planner of the Year award
One of the Aisa Group’s senior advisers in the UK, John Reid, has just won the most prestigious award of SIPP Planner of the Year 2017 at the recent Financial Planner of the Year Awards. The awards, sponsored by Money Management, have long been recognised as the very best in the UK financial services industry […]
Winners again at International Investment Awards
By Shane Wood on 7.10.2017 in Aisa Financial Planning, Aisa International, Awards, Must Read, OpesFidelio in the Press
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 […]
Aisa International scoops two at International Adviser Awards 2017
At the recent International Adviser Awards held at the Waldorf Hilton on Thursday 28th September 2017, Aisa International picked up two of the key awards on offer, those being Best Business Strategy and Best in Client Service. We are particularly proud collectively of the latter effort, as this is really the focus of our business […]
Aisa International is nominated as a finalist in the Best Best-Practice Awards 2017
Aisa International has been nominated as a finalist in the Best Best-Practice Awards at the 18th International Fund & Product Awards 2017. The event to be hosted by International Investment, will be held in London on Thursday 5th October. Aisa International were the previous winners in this category in last year’s awards ceremony and are […]
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 […]
Aisa Professional – Best Individual Pension Firm (South West & Wales Region)
Aisa Professional has scooped one of the four regional awards for Best Individual Pension Firm at last week’s Retirement Planner Awards, picking up the award for the South West and Wales Region. For the full list of winners click on the link here: Retirement Planning Awards 2017 Aisa Professional is a UK advisory firm […]
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 […]
