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Archive | OpesFidelio IFAs

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 […]

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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 […]

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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 […]

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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 […]

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