You, Our 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 you are:

tickA senior manager or business owner

tickAged over 40 with financial planning requirements

tickHard working and successful

tickBased in the USA or having a US connection

tickSeeking the best outcome

tickPlanning for your family’s future

Your financial challenges probably include:

tickEnsuring your financial security in later life

tickReviewing existing pensions and arrangements to ensure they are still appropriate

tickTaking your business success and converting it into personal wealth

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

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