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Author Archive | David Wood

OpesFidelio Prague Conference 2017

OpesFidelio are delighted to partner with Novia Global and its select Distribution partner, Up Capital, as the main sponsors of the 2017 OpesFidelio conference in Prague. Andrew Back will be presenting Novia Global comprehensive solutions and participating throughout the day and evening in the conference. Andrew has written, “OpesFidelio are a highly admired financial advice […]

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European fee-based advisers sought by UK network

By: Helen Burggraf – International Investment | 29 Jun 2016 Aisa, a fee-based advisory firm headquartered in Wiltshire, England, is seeking other like-minded businesses from across Europe to join its relatively new network, OpesFidelio. OpesFidelio means “wealth” and “loyalty” in Latin. The network was actually founded in 2013, but co-founder James Pearcy-Caldwell (pictured), believes the […]

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Three financial adviser initiatives: Aisa

By Mark Battersby | Added 15th June 2016 In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines. Read Full Article Pearcy-Caldwell, who is a certified financial planner […]

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Working in partnership

By Mark Battersby | Added 15th June 2016 In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines. Read Full Article Working in partnership The aim of any […]

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Feedback and Technical Support

By Mark Battersby | Added 15th June 2016 In the second of our series of insights from financial advisers across the world, James Pearcy-Caldwell, co-founder of financial planning firm Aisa, sets out three initiatives he is taking to build the business along best practice lines. Read Full Article Feedback and Technical Support To provide the […]

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UK pensions overseas: what happens if you decide to move home?

Decent summary But, there is a lot more to this subject. Moving a ROPS back to the UK makes sense even if non-UK resident in some cases. Section 224 FA 2004 comes into play- but can offshore advisers take best advantage of this if they do not have access to whole UK SIPP market? http://www.telegraph.co.uk/expat/money/uk-pensions-overseas-what-happens-if-you-decide-to-move-home/ […]

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New IDD rules 2016

New IDD rules 2016 will have a big impact on IFAs working in the EU who in the past have worked under IMD. IMD has been updated to IMD 2 which has been renamed IDD: Insurance Distribution Directive with new IDD rules 2016 . OpesFidelio network members will have to work to the new IDD […]

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