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As independent financial advisors based in Italy we provide financial planning advice to clients across the world.
Our specialisms include UK pensions, investment advice, long-term financial planning and life insurance.
We are 100% fee-based and transparent. We are regulated in the EU and are qualified members of the European Financial Planning Association.
We firmly believe that your location in the world should not be a barrier to receiving fair, independent and transparent financial advice that you can trust.
We work with clients across the globe and can offer you a FREE initial consultation wherever you are.
It all starts by getting in touch!
Simply complete the contact form and someone will be in touch for an informal chat to discuss how we can help.
Tom Goold and Adam Smith are members of OpesFidelio – a trademarked network of the Aisa group. Aisa International, s.r.o. is regulated by the Czech National Bank to act as an independent securities trader (MIFID) and also as an intermediary for Insurance within the EEA. It holds licences for Supplementary Pensions Savings and Consumer Credit.