Over the weekend, I saw a very tempting offer on an ‘expat’ Facebook forum from a financial adviser that offered free...
Chris Lean
OpesFidelio Conference 2023
The annual OpesFidelio Conference was held in Prague, Czech Republic, Friday, October 13, 2023. Hosted by Aisa...
Holistic Financial Planning is Essential
Holistic financial planning, using all available resources, is essential. A butterfly flaps its wings Holistic financial...
When Can I Take Advice From a Non-EU Financial Adviser Firm?
It depends on who initiates the conversation. We have talked a lot about financial adviser regulations both on our website...
Unlicensed Financial Advisors Are a Threat to UK and US Expats in Czechia
Unlicensed financial advisors are gambling with your money. Unlicensed financial advisors are encountered by thousands of...
Is Your Advisor Correctly Licensed and Registered?
Don’t add more risk to your investments by choosing an unlicensed or incorrectly registered advisor. Expats who reside in...
MiFID- One ‘Adviser’, Multiple Regulators and the Law
We have previously written about Brexit, British pensions, and MiFID requirements for advice in Europe, but how does this...
EU Investment- MiFID Qualified
For any adviser or adviser firm considering applying for a MiFID (Markets in Financial Instruments Directive) licence in...
Aisa International- MiFID- Securities Trader, European Portfolio Manager
Aisa International s.r.o., which also works under the trading style OpesFidelio and Tailormade Pensions is a MiFID-...
Chartered Financial Planner
Aisa International has just renewed its Chartered Financial Planner status for another year. This is on top of being...
Money Marketing Awards 2021-Aisa Financial Planning
Aisa Financial Planning Limited is the FCA regulated UK office of Aisa Group ( Tailormade being a registered name of the...
British Citizens Retiring in the EU
Since Brexit the subject of British citizens retiring in the EU, and the new hoops they have to jump through as they are no...