Our team of experts
In 1998 when Aisa was simply an idea between James and Clive, they did not imagine that what would start as a small two man operation based out of Wiltshire, would grow into an international company with offices in several countries. Their diverse backgrounds of psychologist and RAF pilot meant they have always looked at financial advice differently from those within the industry – to this day they continue to sit down together each year and review the next stage whilst Aisa continues to grow in both experience and offerings. However, they always want to stay loyal to their original concept, and what has made them successful – putting clients’ needs first and providing the best service possible from a client’s perspective.
With over 20 people involved in Aisa and their new network, OpesFidelio, they have a wealth of local and international knowledge and experience within the financial services industry including being qualified and regulated in multiple countries, the two prime locations being the UK and the USA.
From early beginnings with the office being run from a small space on the kitchen table to offices around the world they have always ensured that they are surrounded by a highly professional and like minded team. Everyone within the Aisa team has a passion for ensuring that the client’s needs are the focal point of everything they do.
Our Chartered Financial Planners
What Chartered means and why we are Chartered
Chartered status is a gauge of competency and expertise in financial planning. To achieve and maintain our chartered financial planner status from the UK Chartered Insurance Institute (CII), we have to prove that we always work to the highest professional standards and advisers have to re-qualify each and every year, re-applying for the status.
We currently have 6 chartered financial planners either client facing or client supporting within Aisa or OpesFidelio (they are not all listed below). They operate within a larger team who also have expert knowledge in pensions and investments. Internationally we have several firms within Europe (Regulated separately in France and the Czech Republic, Branches in Ireland and Cyprus) and outside of Europe (the U.S.A., South Africa, and a marketing company in Hong Kong).
Aisa Group has 25+ nominations or awards between 2009-2019, winning a few along the way including 3 in 2018. We also have won individual awards as advisers such as SIPP planner of the year in 2017 (Money Management Award, part of the FT Group). We would like to think we are unique in the international financial marketplace. Each client facing financial planner has unique insights in their specialist areas which means you get the very best advice on a broad spectrum of investments.
CEO & Chartered Financial Planner
James started Aisa with the idea of putting the client first through engagement & transparency of ideas. Whilst highly qualified, he understands that clients want re-assurance through openness and results, more than anything else.
INTERNATIONAL & PENSION PLANNER
Ailsa is a pension transfer & retirement planning specialist helping UK & International clients fulfil their retirement ambitions, understanding the latest legislation to ensure that clients receive optimum tax efficient advice.
Chartered Financial Planner
Marius is an ex-submariner who has written a consumer book about financial planning. He worked tirelessly to obtain the Chartered distinction and is a member of the Personal Finance Society. He speaks fluent Spanish and has lived in various parts of the EU and has huge experience of the tax traps and brings ideas to benefit EU residents when investing.
Specialist in financial planning and investment management for U.S. citizens living abroad and non-U.S. persons living in the U.S.A. Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP). U.K. Investment Management Certificate (IMC).
OUR DEGREE BASED SPECIALIST FINANCIAL ADVISERS
Director – Pensions Specialist
Clive’s main fields of expertise and experience are in UK pensions, retirement options, and cross-border tax. His reassuring manner will put you at your ease and make your financial planning journey a simpler and more comfortable one.
We have several advisers who operate under our licence offering transparent fee-only charges. They are located in France, Spain, Italy, Ireland and the Czech Republic. They offer our wealth management service through their practises. Learn More ›
Our Chartered status gives you confidence in our advice
It’s your money, you’ve worked hard for it and you want it looked after by professionals. Our chartered status gives you the reassurance we know what we’re doing and the whole Aisa team can be trusted. Chartered status means our ethical standards and integrity will give you the best financial advice.