Highly qualified and experienced financial planning advisors

About us

We offer strategic independent financial advice and a personalised service to clients throughout the UK. Our financial planners work with you to define objectives and devise a financial strategy tailored to your specific requirements.

Our solutions usually involve financial advice around Pensions and Investments but our team also have specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business.

Part of the award-winning AISA group, established in 1998.

Regulation and compliance

AISA adheres to strict FCA (Financial Conduct Authority) guidelines, requiring us to provide advice suited to your personal requirements, affordability and your risk profile.



To ensure we recommend the best products and providers, we keep up to date on the financial market and what is important to consumers. We have a wealth of experience and excellent support behind us.

Our clients

Many of our new clients are a result of personal recommendations from existing and very happy clients, which we take as a huge compliment and endorsement of our personalised approach.



Our strength lies in creating lasting relationships and providing a quality service in a friendly and genuine manner. This is as important to us as it is to you. We aim to regularly review your financial planning arrangements at life stages, which in turn provides you with peace of mind and makes you feel that you are in control of your financial affairs.