For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in the European Economic Area (EEA), we have a precautionary tale of commitment …
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Aisa International- MiFID- Securities Trader, European Portfolio Manager
Aisa International s.r.o., which also works under the trading style OpesFidelio and Tailormade Pensions is a MiFID- Securities Trader and European Portfolio Manager. The company received formal notification from the …
Reasons to use a financial planner
If you think the reasons to use a financial planner are solely to beat the market, you’re sorely mistaken. This article provides some reasons to use a financial planner. Some …
Financial Advice after Brexit – Blevins Franks
What should you be considering with regard to Financial Advice after Brexit – Blevins Franks makes some good points When you are receiving financial advice after Brexit – Blevins Franks …
QROPS and the Lifetime Allowance
If you are interested in knowing about QROPS and the Lifetime Allowance, currently £1,073,100, then this is the article should be of interest. Understanding how this works this could save …
Best Country To Retire?
Which is the best country to retire to? Brexit has thrown open discussions about how those who are retired and living in the EU will be affected, for those thinking …
How Much Do I Need To Retire ?
If you are approaching retirement then a key question is ‘How much do I need to retire and for how long will it last?’. The latter part of the question …
DeVere Group has agreed to sell its South Africa business
Update 20th December 2019 Since posting this blog, Moneyweb in South Africa have published an update on the story. While we cannot comment on the contents, it does reinforce the …
The Aisa Group celebrates its 20th Anniversary
The Aisa story started in 1999 when Aisa Financial Planning Ltd obtained its UK authorisation on 19th September 1999. From inception, James Pearcy-Caldwell and Clive Tutton shunned the high initial …