About Us
An award-winning team of Chartered Financial Planners delivering transparent, client-centred advice worldwide Start the ConversationAisa Financial Planning UK
At Aisa, we believe financial advice should be built on trust, clarity, and a genuine commitment to putting clients first. Since our beginnings, we’ve grown into an award-winning international firm by staying true to these values. Our Chartered Financial Planners and specialist advisers combine expertise with a client-centred approach, ensuring every recommendation is professional, transparent, and tailored to your needs.
From the standards we guarantee, to the way we treat every client fairly, to the people behind our business — our focus is always the same: helping you achieve financial security and peace of mind.
Our Guarantees
When it comes to your finances, you deserve clear promises and lasting support. At Aisa, we back our advice with guarantees that put your needs first — from professional, tailored guidance to ongoing support and full FCA compliance. Discover the standards we commit to every client and see how our approach gives you confidence in every decision.
Treating You Fairly
At Aisa, fair treatment isn’t a promise — it’s part of our culture. From transparent communication and flexible solutions to ongoing support and staff training, we put your interests first in everything we do. Discover how our mission, standards, and commitment to fairness guide the way we work with every client.
Meet The Team
Behind every piece of advice is a team of highly qualified professionals dedicated to putting your needs first. At Aisa, our Chartered Financial Planners, specialist advisers, and international support team combine expertise, experience, and a shared commitment to excellence. Get to know the people who will guide you with integrity, insight, and care.
What Our Clients Say
At Aisa, our reputation is built on the trust and experiences of the clients we’ve worked with. From guiding families into their first homes to delivering clear financial planning and expert seminars, our clients’ words speak louder than ours. Discover what people say about working with us — and why they continue to place their confidence in our team.
Our Fees
Clear, transparent fees are at the heart of how we work. At Aisa, we rebate all commissions and provide advice on a fee-only basis, so you know exactly what you’re paying for. Our structured process ensures you receive tailored recommendations, with no hidden costs or obligations — just professional advice designed around your needs.
Our Awards
Excellence doesn’t happen by chance — it’s earned through consistency, innovation, and trust. Since 2009, Aisa has been recognised with 20+ International and UK awards by independent judging panels, celebrating our expertise in investment planning, client service, digital innovation, and more. These accolades reflect our ongoing commitment to delivering the highest standards for our clients.
The Aisa Story
Level 3 to Chartered and Beyond
In 1998 when Aisa was simply an idea between James and Clive, they did not imagine that what started as a small two-man operation based out of Wiltshire would grow into an international company with offices in several countries. Their diverse backgrounds of psychologist and RAF pilot mean they have always looked at financial advice differently from those within the industry – to this day they continue to sit down together, albeit now with a board, and review the next stage whilst Aisa continues to grow in both experience and high net worth, skilled advice or international offerings. However, they always want to stay loyal to their original concept, and what has made them successful – putting clients’ needs first and providing the best service possible from a client’s perspective.
With over 70 people involved in Aisa Group, they have a wealth of local and international knowledge and experience within the financial services industry including being qualified and regulated in multiple countries, the three prime locations being the UK, EU and the USA.
They insist, no matter which country their advisers operate in, that they meet the minimum standard of a Level 4 adviser irrespective of the requirements of a particular country. However, more and more advisers are becoming Level 6 (known as Chartered or Certified status). This combination of recognition, experience, and highly qualified advisers ensures our clients receive the same standard of professionalism they would expect from a Chartered firm—delivered with international reach and a personal, client-focused approach.
During 2024 we tried to obtain Chartered recognition for other parts of our group but the CII failed to meet our requests or even respond to our international requests and so, it was with some disappointment, that we stopped paying to be a recognised Chartered firm in only the UK when we have 5 regulated companies in total with some countries having Discretionary Investment Management status (known as DIM MiFID).
As a group we now have over 3500 clients, over $1 billion of funds under influence of which the UK represents around 20%, and growth in the region of 10-20% per annum.
From early beginnings with the office being run from a small space on the kitchen table to offices around the world James & Clive have always ensured that they are surrounded by a highly professional and like-minded team. This now extends to a board. The key is that everyone within the Aisa team has a passion for ensuring that the client’s needs are the focal point of everything they do.
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