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 each year and review the next stage whilst Aisa continues to grow in both experience and 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 20 people involved in Aisa and their new network, OpesFidelio, 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 two prime locations being the UK and the USA.
From early beginnings with the office being run from a small space on the kitchen table to offices around the world they have always ensured that they are surrounded by a highly professional and like-minded team. Everyone within the Aisa team has a passion for ensuring that the client’s needs are the focal point of everything they do.
Our Chartered Financial Planners
What Chartered means and why we are Chartered
Chartered status is a gauge of competency and expertise in financial planning. To achieve and maintain our chartered financial planner status from the UK Chartered Insurance Institute (CII), we have to prove that we always work to the highest professional standards and advisers have to re-qualify each and every year, re-applying for the status.
We gained our Chartered Financial Firm status in 2010 and currently have 6 chartered financial planners either client facing or client supporting. They operate within a larger team who have expert knowledge in pensions and investments. Internationally we have several firms within Europe and outside of Europe (the USA, South Africa, and a marketing company in Hong Kong).
Aisa Group has 25+ nominations or awards between 2009-2019, winning a few along the way including 3 in 2018. We have also won individual awards as advisers, such as SIPP Planner of the Year in 2017 in (Money Management Award, part of the FT Group). We would like to think we are unique in the international financial marketplace; each client-facing financial planner has unique insights in their specialist areas which means you get the very best advice on a broad spectrum of investments.
James Pearcy-Caldwell
CEO & Chartered Financial Planner
James started Aisa with the idea of putting the client first through engagement & transparency of ideas. Whilst highly qualified, he understands that clients want reassurance through openness and results, more than anything else.
John Reid
Long-term Care Planner
With over 35 years’ experience in all aspects of retirement advice, John is a Later Life expert and associate member of SOLLA. He specializes in pension investment planning, equity release and tax efficient investments. He is the current Chairman of the UK Investment Team and has a degree in Genetics.
AILSA MCFADYEN
INTERNATIONAL & PENSION PLANNER
Ailsa is a pension transfer & retirement planning specialist helping UK & International clients fulfil their retirement ambitions, understanding the latest legislation to ensure that clients receive optimum tax efficient advice.
OUR CHARTERED SUPPORT TEAM
Marius Hampden
Chartered Financial Planner
Marius is an ex-submariner who has written a consumer book about financial planning. He worked tirelessly to obtain the Chartered distinction and is a member of the Personal Finance Society. He speaks fluent Spanish and has lived in various parts of the EU; he has huge experience of the tax traps and brings ideas to benefit EU residents when investing.
Chris Lean
International Pensions
Chris is Chartered and an Associate of the Personal Finance Society with over 25 years’ experience. A UK expat, he has spent years building Aisa expat solutions for international clients and he writes expat blogs/financial articles and is a technical adviser on UK pension transfers and expat finance.
OUR DEGREE-BASED SPECIALIST FINANCIAL ADVISERS
Clive Tutton
Retirement & Tax Planning
Clive’s main fields of expertise and experience are in UK pensions, retirement options, and inheritance tax. His reassuring manner will put you at your ease and make your financial planning journey a simpler and more comfortable one.
Geordie Bulmer
Investment and Tax Planning
Geordie has an Economics degree, a Financial Services Diploma and over 15 years’ experience in Financial Services. He is an Independent UK regulated IFA and specialises in pensions, inheritance tax planning & is a key Investment Committee member.
The Team that makes it happen
CLAIRE WORSDELL
Client Service Manager
Claire is our Compliance Manager and has worked for the company since February 2001. She has a young family, loves gardening, pole dancing, and she also enjoys cooking, motorbikes, cars and rugby.
LEANNE GORDON
Office Manager
Leanne has worked within Aisa since 2007, constantly being promoted and achieving her current position in 2015. She has 2 children and her hobbies are based around the children, along with swimming, reading and propping the bar up!!
(Not sure how the last one works with the children!)
ANN PEET
ACCOUNTS
As the bookkeeper for Aisa, Ann prepares the accounts, staff wages and adviser earnings. Her usual workdays are Monday and Tuesday.
DANNY SETTERS
INVESTMENT SECRETARY
Organises reviews, investment discussions and quarterly meetings. Our Investment Secretary works with John Reid who is the chairman of the Investment Team committee. Danny concentrates on investment portfolios to assist our clients with achieving their goals, and is being trained as an Investment Manager.
CLAIRE WHITEHEAD
CLIENT LIAISON
Claire is responsible for building and maintaining client relationships at Aisa. She provides support to clients and will often be the first point of contact. Her usual working days are Tuesday, Wednesday and Thursday.
ALEX PEARCY-CALDWELL
INVESTMENT ADMINISTRATOR
Information to follow
CHANTELLE OWEN-EVANS
ADMINISTRATOR
Information to follow
STACEY SPENCER
ADMINISTRATOR
Information to follow
Our Chartered status gives you confidence in our advice
It’s your money, you’ve worked hard for it and you want it looked after by professionals. Our chartered status gives you reassurance that we know what we’re doing and that the whole Aisa team can be trusted. Chartered status means we have the ethical standards and integrity to give you the best financial advice.
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Aisa: From Small Operation to International Company
Aisa started as a small two-man operation in Wiltshire and has since grown into an international company with offices in multiple countries. The founders, James and Clive, have diverse backgrounds in psychology and the Royal Air Force (RAF), which has shaped their unique approach to financial advice. They prioritize putting clients' needs first and providing the best service possible. Aisa now has over 20 people involved, including a team of chartered financial planners who are qualified and regulated in multiple countries, with a focus on the UK and the USA.
Chartered Financial Planners
Aisa has achieved chartered financial planner status from the UK Chartered Insurance Institute (CII). This status is a gauge of competency and expertise in financial planning. To maintain this status, Aisa's advisers re-qualify each year and work to the highest professional standards. Currently, Aisa has 6 chartered financial planners who specialize in pensions and investments. They provide unique insights in their specialist areas, ensuring clients receive the best advice on a broad spectrum of investments.
Aisa's Team of Experts
Aisa has a team of professionals with expertise in various areas of financial planning:
- James Pearcy-Caldwell: CEO & Chartered Financial Planner. James founded Aisa with the idea of putting the client first through engagement and transparency of ideas.
- John Reid: Long-term Care Planner. With over 35 years of experience in retirement advice, John specializes in pension investment planning, equity release, and tax-efficient investments.
- Ailsa McFadyen: International & Pension Planner. Ailsa is a specialist in pension transfers and retirement planning, providing tax-efficient advice to UK and international clients.
- Marius Hampden: Chartered Financial Planner. Marius is an ex-submariner with extensive experience in financial planning. He has written a consumer book about financial planning and brings ideas to benefit EU residents when investing.
- Chris Lean: International Pensions. Chris is a Chartered Associate of the Personal Finance Society with over 25 years of experience. He specializes in expat solutions for international clients and provides expertise on UK pension transfers and expat finance.
- Clive Tutton: Retirement & Tax Planning. Clive specializes in UK pensions, retirement options, and inheritance tax. He has a reassuring manner and simplifies the financial planning journey for clients.
- Geordie Bulmer: Investment and Tax Planning. Geordie has an Economics degree, a Financial Services Diploma, and over 15 years of experience in Financial Services. He specializes in pensions, inheritance tax planning, and is a key member of the Investment Committee.
Aisa's Support Team
Aisa also has a dedicated support team that plays a crucial role in providing excellent service to clients:
- Claire Worsdell: Client Service Manager and Compliance Manager. Claire has been with the company since 2001 and ensures compliance with regulations.
- Leanne Gordon: Office Manager. Leanne has been with Aisa since 2007 and oversees office operations.
- Ann Peet: Accounts. Ann is responsible for preparing the accounts, staff wages, and adviser earnings.
- Danny Setters: Investment Secretary. Danny organizes reviews, investment discussions, and quarterly meetings. He works closely with John Reid, the chairman of the Investment Team committee.
- Claire Whitehead: Client Liaison. Claire builds and maintains client relationships, providing support as the first point of contact.
- Alex Pearcy-Caldwell: Investment Administrator. Alex's role involves assisting clients with investment portfolios to help them achieve their financial goals.
- Chantelle Owen-Evans: Administrator. Chantelle's responsibilities include administrative tasks within the company.
- Stacey Spencer: Administrator. Stacey also handles administrative tasks at Aisa.
Chartered Status and Trust
Aisa's chartered status provides clients with confidence in their advice. It signifies that Aisa operates with the highest professional standards and has the ethical standards and integrity to provide the best financial advice. This status demonstrates their expertise and commitment to serving clients' needs .
In conclusion, Aisa is an international company with a team of chartered financial planners and experts in various areas of financial planning. They prioritize putting clients' needs first and providing the best service possible. Their chartered status demonstrates their competency and expertise in the field of financial planning.
