The Team
An award-winning group delivering transparent, client-centred advice worldwide Start the Conversation
Christopher Lean
Director, Chartered Financial Planner & Paraplanner
James Pearcy-Caldwell
CEO
Clive Tutton
Director
Sharon Papierowski
Head of International Operations
Tereza Hüffer
Head of People & Culture
Michaela Štorková
Operations Manager
Olga Kapralova
Paraplanner Client Services
Monika Škubalová
Compliance Officer
Johana Elmanová
International Adviser Support
Max Durrant
Head of OpesFidelio NetworkRosie Green
Investment AdministratorRebecca Harman-Taylor
Network Administrator
Leanne Gordon
Head of Administration
Claire Worsdell
Compliance Administrator
Danny Setters
Investment Secretary
Claire Whitehead
Client Liaison
Alexander Pearcy-Caldwell
IT Support
Edward Sammon
President of Aisa International France
Paolo Rovatti
Director General of Aisa International France
Lee Hinton
Director, Financial Planner
Ailsa McFadyen
Chartered Financial Planner & Pension Transfer Specialist
John Reid
Financial Planner, Long Term Care Specialist & Equity Release Adviser
Geordie Bulmer
Financial Planner
Susan Austin
Copywriter
Anton Golikov
Finance Consultant
John Croft
Business Development ConsultantOur Mission Statement
We wish to make a material and positive difference in our clients’ lives in the most conscientious way we can.
We deliver a flexible combination of first-class performance, strategic advice and professional service for the utmost benefit of our clients.
Let’s Start With a Conversation
Contact us for a no-obligation consultation to explore how we can support your financial well-being.
Call us: +420 222 361 850
Email: enquiries@aisagroup.org