Formed in 1998 we operate with a dedicated and expert team of chartered financial planners and independent advisers. The FCA regulated UK office has IMD and MiFiD licences for the EU and a branch in the Czech Republic. The firm holds a US SEC licence and can deal with American citizens and residents. We hold UK pension transfer permissions and can advise on final salary pension transfers.
We only charge explicit fees and, despite commissions still be widely available within the EU, we ban the use of all commission driven products preferring to focus on producing financial plans and reports that are unbiased and aim to re-assure our clients that they are central to all that we do.
With over 20 people involved in Aisa and their new network, OpesFidelio, they have a wealth of local and international knowledge and experience within the financial services industry including being qualified and regulated in multiple countries, the two prime locations being the UK and the USA.
From early beginnings with the office being run from a small space on the kitchen table to offices around the world they have always ensured that they are surrounded by a highly professional and like minded team. Everyone within the Aisa team has a passion for ensuring that the client’s needs are the focal point of everything they do.
Aisa are an award winning firm with global coverage. Our Financial Planners and Independent Advisers follow an ethics based culture wholly built around our international clients delivering bespoke financial advice and portfolio management services.
Regulator Website: http://www.cnb.cz
Company Regulatory Reference Number (CRRN): 28224981
Personal Regulatory Reference Number (PRRN): 0