It is extremely important to us that you (our client) know what to expect from us, and we know what we have agreed to provide. Aisa will:
We believe that we all accept that human’s and computers make errors, and it is the way we handle the situation afterwards that is so important; when you are not content with our services then let us know and we will take immediate corrective actions. You will be the ultimate judge of our service, and what we should be paid.
We know that when you are paying for a service it is difficult to visualise value for money. Unlike other Independent Financial Advisers we will provide you:
Further, we are open about our charges:
We want you to receive a complete service from us. Once you have made your decision to proceed with our advice, our Customer Service Team will co ordinate with you to ensure details are completed in a timely and accurate fashion.
We will:
We know how important it is for you to discuss any concerns that you may have and the frustrations that can arise if you are not able to speak to your Independent Financial Adviser when in a hurry.
So, if your adviser is unavailable then our Customer Service Team will always be available and keen to support you with your enquiry, and will co-ordinate a time when your adviser can contact you back.
As part of our Service, our Customer Service team will offer you a full savings and credit review to ensure you are getting the best access to, and competitive terms and rates for the following:
The AISA Investment Research Team was formed in order to determine the range and fund composition of portfolios/investments we believe are appropriate to our clients. The team has a unique base foundation allowing its membership to encompass a broad spectrum of investments. This experience has been used to build our Model Portfolios.
All our documentation has been designed with everyday language at its focus. We wanted to ensure all correspondence provides full information summarised by an initial brief breakdown and is as jargon-free as possible.
We:
Our Customer Charter is also available in pdf version, please click here.
AisaProfessional is a trading style of AisaDirect Ltd, an Independent Financial Adviser authorised and regulated by the Financial Conduct Authority. 4 Fordbrook Business Centre, PEWSEY, Wiltshire, SN9 5NU Registered in England: 3621676