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AISA's Overview

Total employees245
HeadquartersNewbury
Founded1962

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.

Where is AISA's Headquarters?

HQ Function

Serves as the central hub for AISA Group's global operations, strategy development, compliance oversight, and administrative functions for its international financial advisory services.

Notable Features:

Strategically located in Newbury, providing a professional and accessible environment for both staff and UK-based clients seeking expert financial guidance.

Work Culture:

AISA Group's headquarters fosters a culture of professionalism, collaboration, and continuous learning, emphasizing client-centricity, ethical practices, and expertise in international finance.

HQ Significance:

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.

Values Reflected in HQ: The headquarters reflects AISA Group's core values of integrity, expertise, independence, and a dedicated approach to providing transparent and trustworthy financial advice.

Location:

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.

Street Address:

West Wood, London Road

City:

Newbury

State/Province:

Berkshire

Country:

United Kingdom

AISA's Global Presence

Dubai, United Arab Emirates

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.

Prague, Czech Republic

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.

Johannesburg, South Africa

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.

Sarasota, Florida, USA

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.

Buying Intent Signals for AISA

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of AISA

As of April 2025, AISA' leadership includes:

James Pearcy-Caldwell - CEO & Chartered Financial Planner
Clive Tutton - Director & Chartered Financial Planner
Chris Lean - Director & Chartered Financial Planner
Dan Maples - Director & Chartered Financial Planner
Gaynor Davie - Operations Director

Investors of AISA

AISA has been backed by several prominent investors over the years, including:

AISA Group is a privately held, independent financial advisory firm. Information regarding specific equity investors is not publicly disclosed.

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

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.

Technology (Tech Stack) used by AISA

Discover the tools AISA uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

AISA Email Formats and Examples

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

News and media

International Investor Magazine / AISA GroupOctober 26, 2023

AISA Group Awarded Best International Financial Advisory Group 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 BlogMay 15, 2024

AISA Group Offers Guidance on Navigating Expat Pensions: QROPS and SIPPs

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 BlogApril 10, 2024

AISA Group Recognised as Finalist in Professional Adviser Awards 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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