of-header-1

Author Archive | Shane Wood

The Aisa Group Celebrates its 20 Year Anniversary!

The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, directors James Pearcy-Caldwell and Clive Tutton shunned the high initial commission approach, instead implementing a transparent fee based service. Informed by other advisers at the time that investors would never accept this approach, Clive […]

Continue Reading 0

Aisa Group scoops two at International Adviser Awards 2019

The annual International Adviser Best Practice Awards ceremony for the Europe region was held last week on Thursday 26th September and, as in previous years, Aisa Group has come away as multiple award winners. A notable achievement is winning the Excellence in Investment Planning award, which pays testament to the efforts – and performance results […]

Continue Reading 1

Beacon Global Group and Aisa International announce strategic agreement in Europe

There has been a press release, now published on several websites, announcing the strategic agreement recently implemented between the Beacon Global Group and Aisa International. As discussed in the article listed here, from the American Expat Finance website, there has for a long time been great difficulty in dealing with either US citizens in Europe, […]

Continue Reading 0

Brexit and Financial Advice in the EU

Here’s an interesting piece about the potential impacts of Brexit upon the very notion of ‘financial advice’ in the EU after a possible ‘no-deal’ or ‘hard’ Brexit, and what advice firms like ourselves are doing in the way of preparation. Our very own Chris Lean, from Aisa International, is heavily featured in the article and […]

Continue Reading 0

UK Inheritance Tax Planning Adviser of the Year 2018

Congratulations to our Bristol-based adviser Geordie Bulmer who has just picked up the very prestigious UK Inheritance Tax Planning Adviser of the Year for 2018, as presented by Finance Monthly magazine. Well done to Geordie on what really is a quite stupendous achievement. To read the full interview article with Geordie in Finance Monthly just […]

Continue Reading

Implementation of IDD deferred until October 1st 2018

The European Commission is postponing the implementation of the Insurance Distribution Directive (IDD) to  October 1st 2018, after widespread calls for it to be delayed. EU member states, including the UK, must still transpose the IDD legislation into national law by the original date, that was previously set down as February 23rd 2018. Now the […]

Continue Reading 0

OpesFidelio unveils ‘Bond vs Platform’ Spreadsheet to its Advisers

There was an article posted in International Investment this week that highlighted the new spreadsheet ‘toolkit’ we have developed internally, as a result of research we have been doing into the comparison of costs and client outcomes when it comes to advising a client to choose either a portfolio bond or a platform solution. Perhaps […]

Continue Reading

Awards Won