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  • Home
  • Your Journey
    • Financial Planning
    • Your Life Stages
    • The Investment Process
    • Your Pension Goals
    • Avoiding Inheritance Tax
  • About
    • Our Philosophy
    • Our Ethos
    • Our Quality Service
    • You, Our Clients
    • Customer Charter
    • Treating You Fairly
    • The Aisa Chartered Team
    • Your Views on Us
    • Financial Adviser Fees
    • Foundation
  • Awards Won
  • Careers with Aisa
  • Advise Me

Category Archive

Below you'll find a list of all posts that have been categorized as “Quarterly Reports”

Investment Quarterly Report October 2020

Aisa’s investment team recently met in October 2020 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below: …

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Investment Quarterly Report April 2020

Aisa’s investment team recently met in April 2020 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below: …

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Investment Quarterly Report January 2020

Aisa’s investment team recently met in January 2020 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below: …

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Investment Quarterly Report November 2019

Aisa’s investment team recently met in October 2019 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below: …

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Investment Quarterly Report July 2019

Aisa’s investment team recently met in July 2019 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below. …

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Investment Quarterly Report April 2019

Aisa’s investment team recently met in April 2019 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below. …

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Investment Quarterly Report January 2019

Aisa’s investment team recently met in January 2019 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below. …

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Investment Quarterly Report October 2018

Aisa’s investment team recently met in October 2018 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below. …

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Investment Quarterly Report April 2018

Aisa’s investment team recently met in April 2018 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below. …

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Investment Quarterly Report January 2018

Aisa’s investment team recently met in January 2018 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below. …

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Recent Posts

  • Investment Quarterly Report July 2024
  • Investment Quarterly Report April 2024
  • Investment Quarterly Report January 2024
  • Investment Quarterly Report October 2023
  • Investment Quarterly Report July 2023

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AisaProfessional is a trading style of Aisa Financial Planning Ltd, an Independent Financial Adviser authorised and regulated by the Financial Conduct Authority (FCA). 10 Prince Maurice Court, Hambleton Avenue, Devizes, Wiltshire SN10 2RT | Registered in England: 3621676 | Our FCA registration number is 189652 which can be checked at www.fca.org.uk | The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk | The guidance contained within this website is targeted at those people who live in the UK.

PLEASE NOTE: YOUR CAPITAL MAY BE AT RISK WHEN YOU INVEST. YOU MAY NOT GET BACK WHAT YOU INVESTED. PAST PERFORMANCE IS NOT A GUIDE TO FUTURE PERFORMANCE IN ISOLATION.

Aisa International s.r.o. is regulated by the Czech National Bank to act as an independent intermediary for Insurance, Supplementary Pensions Savings and an independent consumer credit intermediary | The company’s Identification number is IČO: 28224981, registered in the Czech Republic at the address Pitterova 7, 130 00 Prague 3 and can be found in the web app at www.cnb.cz | Aisa International s.r.o. is authorised under IDD* to provide advice in Cyprus | The guidance contained within our website is targeted at those people who live in the EEA, but outside the UK.

* Definitions: Qualifying Recognised Overseas Pension Schemes (QROPS), Insurance Distribution Directive (IDD), Markets in Financial Instruments Directive (MiFID).

PLEASE NOTE: YOUR CAPITAL MAY BE AT RISK WHEN YOU INVEST. YOU MAY NOT GET BACK WHAT YOU INVESTED. PAST PERFORMANCE IS NOT A GUIDE TO FUTURE PERFORMANCE IN ISOLATION.

Aisa International SAS (France) is authorised by the AMF and Orias for provision of intermediary services in France under both IDD* and MiFID* | Our Orias registration number (N° d’immatriculation) is 18000858 which can be checked at www.orias.fr | Our investment licence is provided by membership of ANACOFI-CIF under registration number (N° Siren) 497943639 | Aisa International s.r.o. is regulated by the Czech National Bank to act as an independent intermediary for Insurance, Supplementary Pensions Savings and an independent consumer credit intermediary | The company’s Identification number is IČO: 28224981, registered in the Czech Republic, and can be found in the web app at www.cnb.cz |Aisa International s.r.o. is authorised under IDD* to provide advice in the EEA . The advice on this website is for EEA territory outside France and the Czech Republic and if you live in these countries then you should view the dedicated websites for these companies at www.aisainternational.fr and www.aisainternational.cz.

* Definitions: Insurance Distribution Directive (IDD), Markets in Financial Instruments Directive (MiFID).

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