AISA Group is an established international financial advisory firm founded in 1999. They provide comprehensive wealth management, retirement planning (including QROPS and SIPP expertise), and investment advisory services to expatriates and international clients across the globe. With a strong presence in the UK, Europe, the Middle East, Africa, and the USA, AISA Group is committed to delivering regulated, independent, and personalized financial advice tailored to the complex needs of a global clientele. The firm is known for its qualified advisors and focus on helping clients achieve their long-term financial goals.
Serves as the central hub for AISA Group's global operations, strategy development, compliance oversight, and administrative functions for its international financial advisory services.
Strategically located in Newbury, providing a professional and accessible environment for both staff and UK-based clients seeking expert financial guidance.
AISA Group's headquarters fosters a culture of professionalism, collaboration, and continuous learning, emphasizing client-centricity, ethical practices, and expertise in international finance.
The UK headquarters anchors AISA Group's operations within a key global financial center, underpinning its regulatory standing and its ability to serve a diverse international clientele with complex financial needs.
AISA Group maintains a significant global presence, offering specialized financial advisory services across multiple continents. Key functions supported globally include cross-border wealth management, international retirement planning (QROPS/SIPP transfers), investment portfolio management, expatriate financial solutions, and succession planning. Their strategically located offices in the UK, UAE, USA, Czech Republic, and South Africa enable them to provide tailored, regulated advice to a diverse international client base, ensuring compliance with local regulations while addressing global financial complexities.
West Wood, London Road
Newbury
Berkshire
United Kingdom
Address: International House, Business Bay, Al Abraj Street, Dubai, UAE
To provide expert, regulated financial advice leveraging Dubai's position as a major international financial center, focusing on cross-border investment and retirement strategies for a diverse expatriate community.
Address: AISA s.r.o., Bredovský dvůr, Olivova 4/2096, 110 00 Praha 1, Czech Republic
To support both local and expatriate clients in the CEE region with personalized financial strategies, addressing unique regional economic conditions and opportunities.
Address: AISA (PTY) Ltd, Unit 20, Oxford Manor, 103 Oxford Road, Saxonwold, 2196, Johannesburg, South Africa
To cater to the South African market by providing FSCA-regulated financial advice, helping clients navigate the local financial landscape and achieve their long-term wealth objectives.
Address: Aisa Financial Planning Ltd, 240 N. Washington Blvd, Suite 330, Sarasota, FL 34236, USA
To offer specialized financial guidance to individuals in the United States, focusing on compliant investment strategies, retirement planning (including QROPS considerations for UK expats), and wealth management.
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As of April 2025, AISA' leadership includes:
AISA has been backed by several prominent investors over the years, including:
Based on publicly available information, there have been no major announcements of executive new hires or exits at AISA Group in the last 12 months, suggesting stability within the current leadership team.
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AISA Group commonly uses professional email formats such as [first].[last]@aisagroup.org or [first_initial][last]@aisagroup.org. These are standard formats for corporate communications.
[first].[last]@aisagroup.org or [first_initial][last]@aisagroup.org
Format
john.doe@aisagroup.org or jdoe@aisagroup.org
Example
80%
Success rate
International Investor Magazine / AISA Group • October 26, 2023
AISA Group announced its recognition as the 'Best International Financial Advisory Group 2023' by International Investor Magazine. This award highlights the firm's dedication to providing top-tier financial advice and wealth management services to its global clientele....more
AISA Group Blog • May 15, 2024
AISA Group published an informative guide on Qualified Recognised Overseas Pension Schemes (QROPS) and Self-Invested Personal Pensions (SIPPs). The article aims to assist expatriates in understanding their pension transfer options and making well-informed financial decisions for their retirement....more
AISA Group Blog • April 10, 2024
AISA Group was named a finalist in the 'Best Adviser Firm for ESG' category at the Professional Adviser Awards 2024, underscoring its commitment to Environmental, Social, and Governance principles in financial advising....more
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