Our Services
Personalised financial services delivered with integrity, care, and support from our network of trusted professionals Start the ConversationWork With Trusted Professionals
Aisa Financial Planning UK works with a number of outside professionals, such as solicitors and accountants, ensuring we provide you with a first-class, bespoke service.
We are often referred to our clients by other professionals; we believe a referral like this is one of the highest forms of recommendation available, and we therefore hold these relationships in the highest regard.
Expat International Planning
Moving abroad or returning home brings exciting opportunities — but also complex financial challenges. From pensions and investments to tax and estate planning, what works in one country may not in another. With tailored advice, we’ll help you structure your finances so they remain efficient, accessible, and aligned with your lifestyle overseas.
Wealth & Investments
Successful investing isn’t just about chasing returns — it’s about building a strategy that supports your goals and gives you long-term security. From ISAs and bonds to investment accounts tailored for every stage of life, we’ll help you choose the right mix for your circumstances and guide you with clarity and confidence.
Pensions & Estate Planning
Planning for retirement is about more than just pensions — it’s about ensuring your wealth works for you today and passes to your loved ones in the right way tomorrow. From building a reliable retirement income to managing inheritance tax and creating an estate plan, we’ll help you shape a secure financial future with clarity and confidence.
Protection
Life is unpredictable — but the right protection can give you and your loved ones peace of mind. From life assurance to income protection and critical illness cover, tailored plans can safeguard your family or business against financial hardship if the unexpected happens. We’ll help you find the cover that fits your needs.
Mortgages
Whether you’re buying your first home, moving up the ladder, remortgaging, or building a property portfolio, the right mortgage is about more than just the rate. It’s about finding a solution that fits your circumstances today and supports your goals for the future. We’re here to guide you through the process and help make your property plans a reality.
Equity Release
Your home is more than just a place to live — it could also be your biggest financial asset. Equity release allows you to unlock some of its value while continuing to live there. Whether you’re looking to boost your retirement income, support family, or explore your options, we can guide you through the choices and help you decide if it’s the right step for you.
We Have Two Key Levels of Service
There are no fixed percentage costs.
Navigator
Ideal for families or professionals who are developing themselves for the future.
Visionary
Ideal for business owners or retirees who have built their business and are looking to consolidate, plan for succession or avoid inheritance tax.
Our Commitment
to You
We know that when you are paying for a service it is difficult to visualise what you are getting for your money. We want you to feel that you are physically getting something of value to you; this is why we provide you with clear reports detailing our recommendations, which are yours to keep for your records. We will give you key updates regarding your policies as we feel that regular contact is integral to our working relationship. Where it is agreed, we will manage and review portfolios, allowing clients access to this information as frequently as possible. We will also compare original investments against gains made after charges.
We know how important it is for you to discuss any concerns that you may have, so if your adviser is unavailable then our Customer Service Team will be available to support you with your enquiry.
Our Comprehensive Services Include
Regular seminars in relaxing surroundings with our experts in attendance.
Full written plans and schedules for our clients.
Website and email updates.
For New Clients
We send out a ‘client questionnaire’ for all new business to rate ourselves and improve our future service; completed questionnaires are entered into a prize draw, e.g. for a bottle of Bollinger champagne or a ticket to see an Arsenal match
For Existing Clients
Aisa Professional understands your need to feel up to date and to know what’s going on with your policy. We know, whether it’s an investment or a life plan – it’s your money!
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