Our Philosophy
The Directors share a strong enthusiasm for high quality strategic specialist advice, which encouraged them to form AISA (advanced independent specialist advice) in 1999. They share the same dedication today as they did in the beginning; however they have a lot more experience as detailed at the end of this page!
Our philosophy is delivering excellence and value to all clients, whilst continuing to adapt to the ever changing financial world.
Our Experience......
........and how we pass our knowledge and information on to youWe have advised on tens of millions of pounds of client’s money over the last 10 years, but we are also current active investors. So each client has access to experience combined with up to-date knowledge from our planners or advisers.
We run a range of seminars for clients, on a regular basis – Inheritance Tax, Retirement Planning, Investment Asset Allocation, Economics, Property Companies.Our seminars are run by specialists on the basis of providing information for existing clients and selected invitees. They incorporate some elements of basic advice, but should really be regarded as providing broad information, from which attendees should then seek further information from qualified specialists.
AISA adheres to strict FCA (Financial Conduct Authority) guidelines, requiring us to provide advice most suited to your personal requirements, affordability and your risk profile.
For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We look after you and understand the financial market and what is important to consumers. We have a wealth of experience and excellent support behind us.
Many of our new clients are a result of personal recommendations from existing and very happy clients, which we take as a huge compliment and endorsement of our personalised approach.
Our strength lies in creating lasting relationships and providing a quality service, in a friendly and genuine manner. This is as important to us as it is to you. We aim to regularly review your financial planning arrangements at life stages, which, in turn, provides you with peace of mind and makes you feel that you are in control of your financial affairs.
Business Professionals
For further personal information about the shareholder directors, then this is listed with a all members of staff in the “Aisa Team” section click here. For their business acumen, though, you must consider that they have set up companies not only in the UK, but also abroad, and have considerable experience in running multiple business either themselves or on behalf of others. They have been appointed as advisers to LLP to solicitors for financial matters. On the other scale they have advised multiple nationalities in multiple countries in business matters and they bring this untypical experience to the table when advising clients.
Clive travels, in his role as an overseas expert, to many countries such as the Ukraine, Czech Republic and Poland amongst others, advising multi-millionaires and businesses. He has entered the ‘Money Marketing Awards’ being a finalist in 2008 and 2009 (Shortlist of 5 advisers throughout the UK).
James is a qualified ‘Certified Financial Planner’ and has won awards for financial advice, being the current ‘Money Management’ IHT (Tax) Adviser of the Year 2010, awarded at the Dorchester in Park Lane on 7 October 2010, but he is also currently studying for stockbroker exams to enable Aisa to provide share and discretionary services to clients based in Europe as well as the UK.
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
