Expert financial planning solutions in the UK

Advanced Independent Specialist Advice

Aisa Retirement Planning are part of the Aisa Group, an award-winning company offering financial advice with national and international coverage.

We provide expert investment advice, retirement planning solutions and tax planning advice for clients across South West England and the UK.

Financial advice from experienced professionals

AISA stands for Advanced Independent Specialist Advice

We adhere to strict Financial Conduct Authority guidelines and provide ethics-based advice tailored to your personal requirements, affordability and risk profile. Our advisers put you first, taking time to ensure each financial strategy is suitable and flexible. We believe our service makes planning for your retirement a stress-free process. AISA have a wealth of experience and have won a number of awards over the years, including ‘Inheritance Tax Planner of the year 2018, 2019 and 2020’, ‘Excellence in Investment Planning UK’ and ‘Best Practice UK, Europe and Overall (an impressive 3 awards!) at the International Investment Awards.

The group also operates AISA International which has offices around the world.

Find out more

Your Journey

Find out more about how we help you through your journey to financial security in retirement.
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About

Discover more about who we are and what we do, and why our expertise can help you.
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Advisor Profile

Find out more about Geordie Bulmer, your expert advisor, and see what he can do for you.
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Contact Us

Get in touch with us today to arrange a meeting and begin planning for your future.
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What our clients say

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'We have used Geordie Bulmer of AISA as our Financial Advisor for many years now. He is someone whose advice we trust implicitly, and this has resulted in healthy financial returns. He has always delivered excellent service and keeps us informed about our investments at all times.'
- P Davies

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'From our first initial meeting with our adviser, we immediately felt in safe hands. He listened to our aspirations, understood our appetite for a measured risk approach to investment and communicates in a manner that is clear, informative and comprehensive. His excellent advice and diligence has been of enormous help to us as we navigated our way through our business sale and investment of the proceeds. I highly recommend Geordie to anyone who would benefit from sound, knowledgeable financial planning advice.'
- J Butler

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‘I received sound advice in planning for the Inheritance Tax before my husband passed away.
My adviser researched the market well and was able to provide me with the right strategy to meet my situation and future needs.
I would happily recommend him for your financial planning.’
- C Evans

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