Aisa Financial Planning has just renewed its Chartered Financial Planner status for another year. This is on top of being separately listed as a Finalist in the prestigious Money …
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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 …
Don’t Just Do Something – Stand There!
Fund Advice & Pension Advice Fees A UK Chartered Financial Planner was on Twitter referring to ‘Tweet O’ the Week’, by another Chartered Financial Planner. The tweet said ‘ Why …
Financial Advice or Financial Products?
Last week our company met with an EU regulator as part of a set-up process, where they raised the question of how Financial Advice could be delivered and what type …
Pension Annuities
As annuity rates have been low for some time, are pension annuities as bad as some non-UK advice firms suggest? We regularly see the reasons for recommending a transfer from …
Loan Trusts – A Useful Inheritance Tax (IHT) Planning Tool?
Loan trusts have been a part of estate planning for many years and this follows on from my previous blog about Discounted Gift Trusts. However, are they useful? Should they …
Chartered Insurance Institute
As the premier professional body for the insurance and financial planning professions, the Chartered Insurance Institute promotes higher standards of integrity, technical competence and business capability. With 125,000 members in …
Chartered Financial Planners logos | TailorMade Pensions
The Chartered Financial Planners logos have been updated by the Chartered Insurance Institute (CII) and apply to individuals and corporate Chartered members. The Yardsick Agency have produced a handy checklist …
Qualified Adviser for QROPS
Finding a qualified adviser for QROPS should be a straightforward matter but there are so many titles and qualifications (of which many are relevant) that it is hard for the …
Offshore Adviser Qualifications
Offshore adviser qualifications are often discussedand we believe in the promotion of qualifications, and specifically Offshore adviser qualifications for those working internationally. For an IFA that is looking to get …