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Any information or advice on this site does not constitute a personal recommendation. If you have any doubts as to whether a product or service is suitable for you, please seek independent advice.

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Free Information Guides are listed at the bottom of the page.

Portfolio Analysis

 The aim is for you to recover any fees paid, back through improved investment returns in year 1.

Financial Review

 For a high end investor we can help you through the web, but ultimately you need to talk to someone!

Wealth Management

 True wealth management is not simply about investments!

Improve your pension income by up to 18%*

  Do not lose out by taking the first annuity offer. Shop here for the best deal.

Portfolio Analysis

The aim is for you to recover any fees paid, back through improved investment returns in year 1.

What it is - We analyse your funds over 1, 3 & 5 year returns, see which quartile they rank in. We look at the charges you are paying and the asset allocation (may not be possible for all funds).

What you get – You obtain the relevant best buy list for funds and also one product area best buy. We will also ask you to do a risk profile and then recommend an asset allocation. You will obtain on-line access to our client secure area with news and a wealth breakdown. All advice will be monitored by an expert with a minimum of an advanced qualification in the area being analysed

Cost - £199 per person or £349 per couple and you will receive 2 years free rebate of renewal commission without the annual charge – that is a full rebate of all renewal commissions!

Price: £199-349

Financial Review

For a high end investor we can help you through the web, but ultimately you need to talk to someone!

What it is - Offers the same benefits as a Portfolio Analysis but we look at personal taxes as well (not IHT). We do the full review of your situation over the phone, or face to face (to be agreed).

What you get – The same benefits as Portfolio Analysis with the two added benefits of a designated IFA qualified to DipPFS level and a full review of your entire estate up to the value of £600,000 total assets. We do look at basic insurance planning as well. We block it as £600,000 for the simple reason that estates in excess of this are more suited to our Wealth Management programme which also covers IHT and ‘will’ advice.

Cost - £499 per estate and you will receive 3 years free rebate of renewal commission without the annual charge – that is a full rebate of all renewal commissions!

Price: £499

Wealth Management

True wealth management is not simply about investments! It is about planning for future events, tax planning, aspirations and success.

What it is - Offers the same benefits as a Financial Review but we look at all taxes and aspirations. We do the full review face to face (to be agreed).

What you get – The same benefits as Financial Review with the added benefits of a full review of your entire estate with full IHT and ‘will’ advice, as well as risk mitigation planning.

Cost – Price on application and there is no request a rebate available.

Price: Please phone

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AisaDirect Ltd, an Independent Financial Adviser authorised and regulated by the Financial Services Authority in the UK only.
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