International Adviser have publicised the opening of our latest international office, with this piece that focuses on the operational go-live of our new Cyprus office, headed up by Lee Hinton. Click this link to see the International Adviser piece: Aisa Cyprus Office Here is a picture of Lee recently receiving an award on behalf of […]
Archive | Must Read
The Aisa Group Celebrates its 20 Year Anniversary!
By Shane Wood on 24.10.2019 in Aisa Financial Planning, Aisa International, Must Read, OpesFidelio IFAs
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 […]
Aisa Group scoops two at International Adviser Awards 2019
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 […]
“OpesFidelio is no different to our network.” Is this true?
Well it is if your network allows 100% of initial and ongoing fees to be paid to you as a network member. It is true… if your network is authorised in both the UK and the USA. if your network is regulated in the EU under MiFID and IDD and can legally allow you to […]
Beacon Global Group and Aisa International announce strategic agreement in Europe
By Shane Wood on 15.12.2018 in Aisa International, Must Read, OpesFidelio in the Press, OpesFidelio Strategy
There has been a press release, now published on several websites, announcing the strategic agreement recently implemented between the Beacon Global Group and Aisa International. As discussed in the article listed here, from the American Expat Finance website, there has for a long time been great difficulty in dealing with either US citizens in Europe, […]
Brexit and Financial Advice in the EU
By Shane Wood on 26.10.2018 in Aisa International, Must Read, OpesFidelio in the Press, OpesFidelio Strategy
Here’s an interesting piece about the potential impacts of Brexit upon the very notion of ‘financial advice’ in the EU after a possible ‘no-deal’ or ‘hard’ Brexit, and what advice firms like ourselves are doing in the way of preparation. Our very own Chris Lean, from Aisa International, is heavily featured in the article 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 […]
Implementation of IDD deferred until October 1st 2018
The European Commission is postponing the implementation of the Insurance Distribution Directive (IDD) to October 1st 2018, after widespread calls for it to be delayed. EU member states, including the UK, must still transpose the IDD legislation into national law by the original date, that was previously set down as February 23rd 2018. Now the […]
OpesFidelio unveils ‘Bond vs Platform’ Spreadsheet to its Advisers
By Shane Wood on 10.1.2018 in Must Read, OpesFidelio IFAs, OpesFidelio in the Press, OpesFidelio Strategy
There was an article posted in International Investment this week that highlighted the new spreadsheet ‘toolkit’ we have developed internally, as a result of research we have been doing into the comparison of costs and client outcomes when it comes to advising a client to choose either a portfolio bond or a platform solution. Perhaps […]
OpesFidelio Review of 2017
By Shane Wood on 9.1.2018 in Aisa Financial Planning, EU Rules & Regulations, Must Read, OpesFidelio IFAs, OpesFidelio Strategy
Happy New Year and all the best for 2018 from everyone at OpesFidelio and the Aisa Group. What a year 2017 was for us, and we hope it was good for you as well. As we look forward to our new strategies kicking in during 2018 (more mentioned later) it is always worth reviewing our […]
