About AISA Retirement Planning

We offer independent financial advice in areas such as Pensions and Investments.Specialist experience in tax efficient planning strategies such as Inheritance Tax and the sale of a business.Part of the award-winning AISA group, established in 1998.
AISA are an award-winning firm with national and international coverage. Our Financial Planners and Independent Advisers follow an ethics-based culture wholly built around our clients, delivering bespoke financial advice and portfolio services.Geordie Bulmer is based in the South West, has an Economics degree and over 20 years experience in Financial Services. He is an Independent UK regulated IFA and specialises in pensions, investments, inheritance tax planning & is a key AISA Investment Committee member.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Expatriate finances:
  • EEA
  • Rest of world

  • Business:
  • Commercial mortgages
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection
  • Group ISA

  • :
  • Long term care

  • :
  • Sharia finance

  • :
  • Stockbroking services

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