Awards Won

Best Best-Practice in Offshore International Investment International Funds & Products Awards 2017

Category: Overall Winner
This year’s overall winner representing the best of best-practice among advisory firms globally was recognised as “an exceptionally strong application” for its stand-out services offered in the Europe region along the principles developed to meet UK RDR requirements. The judges said this is something “also reflected in its UK offshore market focused sister business Aisa Professional”.

Category: UK Winner
When reviewing the nomination, judges noted that it is “hard to see the distinction between the UK and non-UK arm of Aisa which is a credit to the processes that have been put in place. The Quarterly Investment Update is an extremely well put together document and would give the client confidence that their money is regularly monitored to help achieve their financial goals.”

Category: Europe Winner
Judges looking to this category noted that this is a services provider that presents “an international business driven by the same regulatory pricicples adopted by UK firms” which leads to “great choice” on the part of the customer.

International Adviser Best Practice Adviser Awards Europe 2017

Category: Excellence in Investment Planning

Category: Excellence in Client Service
“This is a solid, professional all round approach to client service even though it lacks a bit in terms of innovation. They clearly know their clients, stay close to them and offer a highly professional service – just what best practice is all about. Clear client focused material is provided for IFAs who join the network which enable them to deliver client centric outcomes that deliver tangible value. Focused on clients with good technology and marketing.”

Category: Excellence in Business Strategy
“Good processes and excellent staff engagement.An impressive strategy is in place to power this firm forward. Excellent customer focus throughout and very good alignment of business processes with corporate objectives.”

Category: Best Adviser
“This is a solid, professional all round approach to client service even though it lacks a bit in terms of innovation. They clearly know their clients, stay close to them and offer a highly professional service – just what best practice is all about. Clear client focused material is provided for IFAs who join the network which enable them to deliver client centric outcomes that deliver tangible value. Focused on clients with good technology and marketing.”

Money Management Financial Planner Awards UK 2017

Category: SIPPS Planner of the Year
“Many did not fully explore with the clients what they might do with the business if one of them died. As these clients ‘are’ their business, in that circumstance it might not be reasonable to assume that it would continue unchanged. It was also important to establish if there is a business exit plan. There was good questioning around the area of how the business property is held and the costs involved. Only a few mentioned that there were inconsistencies in what these clients were paying themselves compare with their bank accounts and expenditure. Most of their bonuses seemed to be vanishing! More focus on the merits of Sipps versus Ssas would have been welcome. But there was a good understanding of directors’ loan accounts as well as exploring the options over the business insurances.”