Advanced Independent Specialist Advice
Aisa Professional are an award-winning firm with national coverage. We have Financial Planners and Independent Advisers who follow an ethics-based culture wholly built around our clients, delivering bespoke financial advice and portfolio services.
We would like to publish our Covid-19 policy which will remain active for the foreseeable future. Please click here to review it. In these exceptional times our staff have been asked to remain focused on you, our clients, but we are sure you understand that we have to put the health of our workers first. The investment team continue to work as normal, but some other areas such as administration may not be as efficient as in normal times; this has been compounded by many third party firms that we work with that also have staff working from home who are unable to fulfil their normal duties. We thank you for your understanding at this time.
Our research, knowledge and experience helps us to reassure you by delivering best advice and commission free investing, whilst you have the confidence that it is backed up by regulation based in the UK.
Award Winning Team
Our Chartered Financial Planning team have been 9 times finalists and 6 times winners 2009 to 2016.
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RETIREMENT PLANNER AWARDS
BEST INDIVIDUAL PENSIONS ADVICE FIRM OF THE YEAR AWARD
WINNER: SOUTH WEST & WALES
MONEY MANAGEMENT FINANCIAL PLANNER AWARDS UK
WINNER: SIPPS PLANNER OF THE YEAR
INTERNATIONAL ADVISER BEST PRACTICE ADVISER AWARDS UK
WINNER: UK EXCELLENCE IN INVESTMENT PLANNING
AISA is a chartered firm, one of less than 5% in the whole of the UK (Date: November 2012)
“Aisa is one of the few firms whose taxation expertise is matched by their investment management skills. Both are top class and in today’s rapidly changing tax legislation it is vital to provide legally compliant solutions.
Julian Gibbs, columnist and writer