Advanced Independent Specialist Advice
Cross-border financial planners, globally regulated experts
UK pension transfer and investment advice
Aisa International are a UK award-winning firm registered with the SEC. Our focus is cross-border pension advice, and we have Certified Financial Planners who follow an ethics-based culture wholly built around our international clients, delivering bespoke financial advice and portfolio management services.
The Investment Process
Underlying all decisions and results is the professionalism of our investment team.
Transparency of Fees
We publish our fees and outline the reports we provide to you, our clients.
Trusted by Clients Around the Globe
Any relationship has to start between two parties who want to achieve a mutual objective.
Our Ethos
Whilst our expertise is what may attract you, the key ingredient will be how you are treated.
Why Choose Us?
Our research, knowledge and experience helps us to reassure you by delivering best advice and commission free investing, whilst you have the confidence that it is backed up by regulation based in the UK and USA
Award Winning Team
Our Chartered Financial Planning team have been 9 times finalists and 6 times winners 2009 to 2024
2023 International Investment Awards
Money-Trove (Finalist)
2022 Money Marketing Awards
Best Small Advice Firm of the Year (Finalist)
2022 Money Marketing Awards
Small advice firm of the year (Finalist)
2022 Money Marketing Awards
Best investment advice firm (Finalist)
2022 Investment Award ILP
Broker (Finalist)
2022 Money Marketing Awards
Best Investment Advice Firm of the Year (Finalist)
2021 Money Marketing Awards
Best Small Advice Firm of the Year (Finalist)
2020 IA Best Practice Adviser Awards
UK Excellence in Investment Planning (Winner)
2019 IA Best Practice Adviser Awards
UK Excellence in Digital Innovation (Winner)
2017 Investment International Awards
Best Best-Practice in Offshore (Winner)
2017 Money Management UK Financial Planner Awards
UK Sipps Planner Of The Year (Winner)
2017 Retirement Planner Awards
Best Individual Pensions Advice Firm Of The Year Award – South West & Wales (Winner)
2017 IA Best Practice Adviser Awards
UK Excellence in Digital Innovation (Winner)
“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, columnist and writer
Let’s Start With a Conversation
Contact us for a no-obligation consultation to explore how we can support your financial well-being.
Call us: +1 315 636 0063
Email: enquiries@aisagroup.org