Cross-border financial planning
for life across Europe
We provide integrated wealth and investment planning across multiple jurisdictions, combining regulatory knowledge, tax awareness, and investment expertise to support clients living, working, or retiring internationally with confidence and precision.
Most advisers operate within one country’s rules.
We operate across them. By identifying risks before they arise, we prevent costly corrections later. Our coordinated international approach ensures clients are supported wherever they go, by advisers who understand both local detail and global strategy. Decisions made today don’t become expensive problems tomorrow.
Our Experience
55+
Cross-border experts
5000+
Serviced clients
$1.2 billion
Funds under influence
Find Your Financial Adviser
To find an expert adviser in your area simply provide us with some information about the services you are interested in to view who's available.
How We’re Uniquely Structured to Serve Clients
Our companies make up a team that provides clients with a three-fold service.
Network of highly qualified advisers throughout Europe: Residents and expats in 15 other countries can receive regulated and protected financial and investment advice and assistance across borders.
We work together: Experts ensure all cross-border pension and investment transactions are secure, safe, protected under all applicable regulations, and in the clients’ absolute best interest.
Latest Insights
Read Aisa Group’s latest news and insights.
How We
Save You Money
Clients are presented with a transparent, one-time fee for our services up front, based on an agreed-upon investment plan.
We don’t take commissions from financial companies. This allows us to create a structured plan that is entirely based on client needs and goals, not on kick-backs from companies.
We are confident that clients always come out ahead with structure, as we’ve been doing business this way since 1997.
Events & Activity
Learn more about our upcoming and past events.
Award Winning Team
2023 IA Best Practice Adviser Awards
Europe - Excellence in Digital Innovation (Winner)
2023 IA Best Practice Adviser Awards
Europe - Excellence in Investment Planning (Winner)
2023 International Investment Awards
Money-Trove (Finalist)
2023 International Investment Awards
OpesFidelio (Finalist)
2023 Investment International Awards
EU Excellence in Fintech, Advisers (Highly Commended)
2023 Investment International Awards
EU Excellence in Advisory Best Practice, Global-Overall (Highly Commended)
2022 IA Best Practice Adviser Awards
EU Excellence in Investment Planning (Winner)
2022 IA Best Practice Adviser Awards
EU Best Adviser Firm (Winner)
2022 IA Best Practice Adviser Awards
EU Excellence in Client Service (Winner)
2022 Investment International Awards
EU Excellence in Fintech, Advisers (Winner)
2022 Investment International Awards
EU Excellence in Fintech, Industry (Winner)
2022 Money Marketing Awards
Best Small Advice Firm of the Year (Finalist)
2022 Money Marketing Awards
Small advice firm of the year (Finalist)
2022 Money Marketing Awards
Best investment advice firm (Finalist)
2022 Investment Award ILP
Broker (Finalist)
2022 Investment International Awards - EU Excellence in Fintech, Industry (Highly Commended)
EU Excellence in Fintech, Industry (Highly Commended)
2020 IA Best Practice Adviser Awards
EU Excellence in Digital Innovation (Winner)
2022 Money Marketing Awards
Best Investment Advice Firm of the Year (Finalist)
2020 IA Best Practice Adviser Awards
EU Excellence in Investment Planning (Winner)
2021 Money Marketing Awards
Best Small Advice Firm of the Year (Finalist)
2020 IA Best Practice Adviser Awards
UK Excellence in Investment Planning (Winner)
2019 IA Best Practice Adviser Awards
UK Excellence in Digital Innovation (Winner)
2019 IA Best Practice Adviser Awards
EU Excellence in Investment Planning (Winner)
2017 Investment International Awards
Best Best-Practice in Offshore (Winner)
2017 Money Management UK Financial Planner Awards
UK Sipps Planner Of The Year (Winner)
2017 Retirement Planner Awards
Best Individual Pensions Advice Firm Of The Year Award – South West & Wales (Winner)
2017 IA Best Practice Adviser Awards
UK Excellence in Digital Innovation (Winner)
Let’s Start With a Conversation
Contact us for a no-obligation consultation to explore how we can support your financial well-being.
Call us: +420 222 361 850
Email: enquiries@aisagroup.org




































