Independent Financial Advice for people looking to grow and protect their wealth.
We prepare and manage a tailored tax efficient income strategy that will achieve your objectives in retirement.
We have used Geordie Bulmer of AISA as our Financial Advisor for many years now.
He is someone whose advice we trust implicitly, and this has resulted in healthy financial returns.
He has always delivered excellent service and keeps us informed about our investments at all times.
From our first initial meeting with our adviser, we immediately felt in safe hands. He listened to our aspirations, understood our appetite for a measured risk approach to investment and communicates in a manner that is clear, informative and comprehensive.
His excellent advice and diligence has been of enormous help to us as we navigated our way through our business sale and investment of the proceeds.
I highly recommend Geordie to anyone who would benefit from sound, knowledgeable financial planning advice
I received sound advice in planning for the Inheritance Tax before my husband passed away.
My adviser researched the market well and was able to provide me with the right strategy to meet my situation and future needs.
I would happily recommend him for your financial planning.
BA Economics / DIP PFS