A reputation based on proven expertise


We all know that advisers and company’s claim “they” are different from the rest. So. we assume that every financial company is exactly the same as us; active charity work, award winning knowledge and pro-activity like videos and seminars.

Here is what you think!

Testimonials


“Thanks again to all your team for the help and support.”

Mr B Hamilton

“We picked up the keys and walked into our little house in Wales yesterday.
Thanks very much for facilitating it.”

Mr K Timpson

“I cannot fault the work you have done so far and would like to continue our relationship for many years.”

Mr S Page

“Nice, friendly staff throughout the Pewsey office. Relaxed atmosphere, which I personally appreciate. James is very professional, courteous and shows advice that is clear and appropriate to our needs.”

Mr & Mrs Saul

About our seminars and videos

“I watched the regular savings video and my instant reaction was to see who else I could send it onto.
Every expat living overseas should view this”

Mr T Conran

“Interesting, informative, covering all possible points.”

Mrs Bramley, Bath

“Very useful, the best I have attended on IHT.”

Mr Mervyn White

“Seminar was pitched at a good level.”

Mr G Day

“Very interesting and enlightening for someone with no idea. Thank you.”

Mrs V Brownlow

“Good venue! Clear speakers and presentation for a novice.”

Mrs L Rogers

“Found seminar very interesting, very helpful – thank you very much.”

Mr and Mrs Gay

“The printed summaries were very helpful.”

Mr Stevenson, Wiltshire

“The atmosphere was pleasant, not pushy – important.”

Mr and Mrs C, Somerset

Aisa is one of the few firms whose taxation expertise is matched by their investment management skills. Both are top class and in today’s rapidly changing tax legislation it is vital to provide legally compliant solutions.

Julian Gibbs, columnist and writer

julian-gibbs

Existing Clients have also provided references or thank you letters.

These are available in our office, but we are unable to give out client names or details over the web.

Why don’t you refer us? Find out what you will obtain if you refer us.

Consideration Options & Results

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Consideration Options & Results

Complete the fields below, then click next to find your target fund value.

Click next to find your target fund value.