For expatriates seeking help with pensions or inheritance tax solutions



Why people choose us

Over the last 20 years we have focussed on making life better for customers. Ferocious independence, due diligence, robust research, strict governance and procedures aligned with transparency on fees, charges and the “truth” have helped establish us as the “go to” award winning financial adviser.

Our Award Winning Team

Over 200 independent judges have presented us with 20+ International & UK Awards making us the choice of professionals since 2009.

Meet the Aisa team

Aisa is one of the few firms whose taxation expertise is matched by their investment management skills. Both are top class and in today’s rapidly changing tax legislation it is vital to provide legally compliant solutions.

julian-gibbs

Julian Gibbs, columnist and writer





2017
INTERNATIONAL INVESTMENT INTERNATIONAL FUND & PRODUCT AWARDS

OVERALL WINNER: BEST BEST-PRACTICE IN OFFSHORE




2017
INTERNATIONAL ADVISER BEST PRACTICE ADVISER AWARDS UK

WINNER: UK EXCELLENCE IN INVESTMENT PLANNING




2017
MONEY MANAGEMENT FINANCIAL PLANNER AWARDS UK

WINNER: SIPPS PLANNER OF THE YEAR



 



How is TailorMade Pensions different?

And how does this affect you?

Traditional Commission Route

For commission-based pensions, there are more charges which can affect your pension value.

The TailorMade Way

You retain control which means a simple fee and no commissions, maximising your pension value.

How we can help you

We believe growing your pensions should be transparent, worry-free and fair.

Our Tailormade Pensions intelligent solutions ensure you are put first. Our aim is to protect and grow your wealth through personalised service and expert advice.

eliminate-hidden-commissionsEliminate hidden commissions.
Avoid hidden charges through transparent tailored fees.
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maximise-flexibilityMaximise flexibility.
To deliver the greatest returns you need to ensure you avoid access penalties.
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intelligent-solutionsIntelligent Solutions.
Our expertise is provided by award winning professionals.
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eliminate-hidden-commissionsSimple. Innovative. Robust.
Our research and persistence has led providers to deliver evolutionary solutions.
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Real case studies based on our satisfied clients.

We ensure products like investment bonds are subservient to long-term customer relationships – our clients always come first


23-improved

US CLIENT

US based client who had a UK pension had been advised to move his pension to Malta and take out an investment bond. You want to hear what happened next.

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73k-diff

INVESTMENT PERFORMANCE

A wealthy client had invested £270,000 into Royal Skandia investment bond. After 8 years and 3.5% growth annually the investment was worth… how much?

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95k-loss

US DUBAI BASED CLIENT

Was advised to take out a 25 years savings pension plan. He invested $2,700/month for 2 years and then wanted access to the money. Guess what happened?

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