Awards
This local firm and its advisers have been lucky enough to be recognised in 7 different awards, all of which are "national awards" in the last few years alone.
 |
If you are seeking Inheritance Tax advice then you can be reassured that we have the 2010 UK Money Management IHT adviser of the year, on our team. He can be utilised by any adviser and client. |
 |
We also have one of the top 2 Investment Management Planners (2009 UK Money Management awards). Our Investment Team, and thereby our clients, benefit from great investment planning as a result. |
Our company has been shortlisted for best investment adviser, IFA of the year, and best use of Technology, whilst twice being finalists for Pensions Adviser of the year with Money Marketing. |
|
We like to think of this as some record for a "local" firm competing at a "national" level with thousands of other firms. |
 |
For assistance and help contact us.
We must make it clear that whilst you can get all kinds of 'unbiased' information from all over the web, this will not make you an overnight expert and it will often not answer the questions that you are not even aware you should be asking yourself! For complete re-assurance you should be seeing a specialist - one who has both technical knowledge far in excess of a website, and also the experience of answering the questions that only he/she can know should be asked.
You can be assured that an Aisa adviser has the appropriate HIGHER qualification. For detailed information about our staff, including recent exams taken, then click here. Our contact details are on the left.
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
