Resources
Top 100 Most Influential Includes OpesFidelio and Aisa
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.
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 Residents.Additionally HMRC does not apply tax or seek to cancel the ISA status for expatriates after they have left the UK, although no...
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 investments on behalf of clients.This could involve stocks, bonds, mutual funds, and other securities. They might offer financial advice, 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 intricate regulations, licences, reporting, and regulatory scrutiny exist to protect investors. Clients are probably unaware that they lose all of...
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