You, Aisa Clients
Not only are we transparent about how we work with our clients but we want to be transparent about who our clients are. Operating from our UK head office, Aisa has a diverse client base which includes trusts and high net worth individuals seeking tailor-made advice.
As our typical client, Aisa clients are:
An expatriate seeking the best outcome
Aged over 40 with financial planning requirements
A senior manager or business owner
Based in Europe
Usually with a pension or inheritance tax question
Approaching retirement
Your financial challenges probably include:
Legally ensuring you pay the least tax in the country you live in as well as in the country you may retire to
Reviewing existing products and arrangements to ensure they are still appropriate
Taking your current or past business success and converting it into personal wealth
Ensuring your financial security in later life & those of your beneficiaries