AISA Professional Information

Aisa is an award-winning, independent financial planning firm built on a simple philosophy: bespoke advice, delivered with clarity and integrity. We've held that standard since 1999, when founders James Pearcy-Caldwell (CEO) and Clive Tutton (Director) set out to do things differently, advising on a transparent, fee-only basis rather than commission, at a time when few firms in the UK did. Today, Aisa supports thousands of clients across the UK and overseas, including a significant number of British expats. All our advisers meet a minimum Level 4 qualification, with a growing number Chartered or Certified, and our advice covers wealth & investment management, pensions & retirement planning, protection, mortgages, equity release, inheritance tax planning, and international expat financial planning, always tailored to your personal circumstances, affordability, and risk profile, as required by the FCA. We build long-term relationships, not one-off transactions: regular reviews at key life stages, so you always feel informed and in control of your financial future. We also work closely with solicitors, accountants, and other professionals to provide a joined-up, first-class service, which is why so many of our clients come to us by referral. Aisa Financial Planning Ltd, previously trading as Aisa Professional, is authorised and regulated by the Financial Conduct Authority (FCA).