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:

tickAn expatriate seeking the best outcome

tickAged over 40 with financial planning requirements

tickA senior manager or business owner

tickBased in Europe

tickUsually with a pension or inheritance tax question

tickApproaching retirement

Your financial challenges probably include:

tickLegally ensuring you pay the least tax in the country you live in as well as in the country you may retire to

tickReviewing existing products and arrangements to ensure they are still appropriate

tickTaking your current or past business success and converting it into personal wealth

tickEnsuring your financial security in later life & those of your beneficiaries

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