International Adviser Awards 2016 – Excellence in Client Service The International Adviser event, held at the Waldorf Hilton, London on 21st September 2016 turned out to be very rewarding for …
Aisa International – OpesFidelio win Best Adviser Firm Europe
At the International Adviser Awards 2016. Aisa International – OpesFidelio network won the prestigious Best Adviser Firm in Europe award with tough competition from some of the largest European focused …
Beacon Global to help Aisa Int’l accommodate US expats
Beacon Global Group Europe, a Netherlands-based wealth adviser network specialising in looking after American expats, has entered into a strategic agreement to assist the international arm of Aisa Group with …
Personalised Portfolio Bonds
International Adviser have just posted an article I wrote about the effective use of Personalised Portfolio Bonds and have created questions for CPD submission. However, it is worth restating that …
Pumpkin Competition
Meet Aisa’s new financial adviser. Mr P Umpkin If looking into your finances scares you, if you don’t want a fright when you come to your retirement or if thinking …
Do you have a 401k Pension and live outside of the USA?
If you are a US Citizen, or have worked in the US, and accrued funds in a 401k you may find it difficult to get advice on your pension if …
Don’t just do something- Stand there!
A UK Chartered Financial Planner was on Twitter referring to ‘Tweet O’ the Week’, by another Chartered Financial Planner. The tweet said ‘ Why am I paying you to tell …
Expats, Residency and Schengen
For those people who currently live in the Schengen Zone within the EU, but still have close connections with the UK, then Brexit could throw up a googly! This is …
Pension Transfers and Triage
Pension transfers are actually a lot simpler to advise in concept than they are in reality. However, the ultimate outcome of a pension transfer discussion may be that the best …
Freedom and Choice in Pensions and Pensions Advice
We are now 3 years on from the consultation – Freedom and Choice in Pensions but many have not been taking pensions advice Much has been made about the amount …
QROPS in Spain- Do they Make Sense?
QROPS in Spain -Many expats have taken advice and established a QROPS while in Spain. Some may have made a profit since the transfer but we suspect many thousands have …
Investment Review July 2018
July Newsletter 2018 Economic Update and Investment Review The second quarter of 2018, similar to the first, was filled with news that we would like to call surprising but should …
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