Archive | Must Read

Aisa International wins major award at 17th annual International Fund & Product Awards

  Following on from OpesFidelio’s earlier success last month at the International Adviser Best Practice Awards we are delighted to make a further announcement about our parent company. Aisa International were finalists in the prestigious 17th annual International Fund & Product Awards, hosted by International Investment magazine, in London on Wednesday 12th October. With many […]

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Aisa International / OpesFidelio win Best Adviser Firm Europe

At the International Adviser Awards 2016, Aisa International / OpesFidelio network won the prestigious Best Adviser Firm in Europe award with tough competition from some of the largest European-focused networks and firms. Adviser Awards 2016 The results, announced on 21st September 2016, were organised by International Adviser, and they confirmed the top award was awarded to […]

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The key benefits of belonging to OpesFidelio

We asked our existing advisers, “What are our key benefits in your eyes?” Below is a selection of the answers we received: OpesFidelio has helped us build a business based on real value as we received immediate passive income on current and all new investment business We love the simplicity of the online fact finds […]

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Aisa International is a finalist in the International Investment category of Best Practice Offshore 2016

Aisa International has been appointed as a finalist in the International Investment category of Best Practice Offshore 2016. This is the second prestigious nomination, and yet a further endorsement, for the Aisa group to happen this year. The OpesFidelio network is a part of the Aisa group of companies that also includes Aisa Financial Planning […]

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Brexit Investment View (Part 2)

This piece was written as part of our advice to clients immediately following the Brexit result, on Friday 24th June. Things have of course moved along rapidly since then, with the Exit campaign leadership all seemingly disappeared, leaving Theresa May to take over as the new British Prime Minister on Wednesday 13th July. The immediate […]

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UK pensions overseas: what happens if you decide to move home?

Decent summary But, there is a lot more to this subject. Moving a ROPS back to the UK makes sense even if non-UK resident in some cases. Section 224 FA 2004 comes into play- but can offshore advisers take best advantage of this if they do not have access to whole UK SIPP market? http://www.telegraph.co.uk/expat/money/uk-pensions-overseas-what-happens-if-you-decide-to-move-home/ […]

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Awards Won