Advanced Independent Specialist Advice
Cross-border financial planners, globally regulated experts
Welcome to Aisa Financial Planning UK
Experienced Investment Advisers
Clear and Transparent Fee Structures
Trusted by Clients Around the Globe
Multiple Award Winning
The Value of Advice
Professional financial advice provides clarity, confidence, and personalised strategies, helping you protect wealth, reduce risk, and achieve life goals.
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Our Services
Our independent, bespoke financial services cover every stage of life, from wealth building to retirement, ensuring clarity, confidence, and security.
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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)
Latest Insights
Why “Future You” Needs a Voice in Today’s Financial Decisions
It is human nature to focus on what feels immediate. We tend to act on the things that affect us right now rather than what might matter years down the line. Psychologists call this Present Bias, and it plays a bigger role in our financial lives than most people...
De-listed QROPS: Are You Trapped Without Options?
Over the past decade large numbers of UK residents and expatriates have chosen to move their pensions into Qualifying Recognised Overseas Pension Schemes (QROPS). While some did so to align their retirement savings with life abroad, others are now looking to bring...
Investment Quarterly Report July 2025
Aisa’s investment team recently met in July 2025 and the outcome of the meeting has been documented in our newsletter which you can view by clicking on the link below: Aisa Financial Planning Investment Update Q3 2025
Proposed Changes to Pension and Inheritance Tax Rules: What You Should Know
Pensions and Inheritance: Are your retirement savings still safe? The diary marker of 6th April 2027 is fast approaching us and with new political policies being thrown around increasingly it’s time for us to sit with a hot beverage and really analyse what is changing...
Why Choose Us?
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 commission approach, instead implementing a transparent fee based service. Informed by other advisers at the time that investors would never accept this approach, Clive and James’s vision has now become standard practice in the UK.
“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: +44 (0)1672 569111
Email: enquiries@aisa.co.uk