In international financial services there are some big names, big characters and long-standing influential industry people. Leaders of Aisa Wealth & Investment Management, Aisa International, and OpesFidelio are on this list.
Resources
Your UK ISA is Not Tax Free Income in an EU Country
Author: James Pearcy-CaldwellISA’s are only recognised for their tax efficient status by HMRC within the UK for Ordinary...
What is the difference between MiFID and IDD Licenced Advisers?
Author: James Pearcy-CaldwellA firm with an investment licence typically has the authorisation to buy, sell, and manage...
Questions to Ask Your Financial Adviser
Author: James Pearcy-CaldwellClients are investing and insuring to protect their own future or those of beneficiaries.The...
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