The AISA Team
This section is all about letting you know about us, our backgrounds, who and why we are here for you, what we can do and other information you may not expect!
Aisaprofessional are
- Client Relationship Managers who work on behalf of clients, not the company;
- An Investment committee who work to obtain performance, alongside;
- A Client Service Team; who provide,
- UK and offshore support
Our main professional body
We subscribe to the professional qualifications as provided, examined and granted by the Chartered Insurance Institute.
Clive, John, Phil and Geordie all studied for and passed Advanced Investment examinations during 2007 - 2011. The courses and examinations taken, for example, were the 'Chartered Insurance Institute' (CII) J06 and AF4. Detailed course/exam information.
James is seen here receiving his award from Charles Kennedy MP(Honourable Member) in October 2010 at the Money Management ceremony in central London. The previous year Clive picked up the Investment Managment award. |
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Staff Information
James Pearcy-Caldwell is an ex-RAF pilot and qualified ATPL, as well as being an instructor. He is an established author whose articles have appeared in ‘Investors Chronicle’ and ‘What Investment’ and several national newspapers have quoted him. He also appeared in the book “Heroes.com” published by Hodders and Staunton. He enjoys watching his favourite football team, Arsenal.
Clive Tutton trained as a psychologist before changing career and entering the financial services profession in 1989. He has concentrated his efforts, based on his considerable experience in financial services, on advising directors and companies, utilising tax planning, pensions, as well as investments.
John Reid - Financial Planner joined AISA 8 years ago and he is a fully qualified senior planner, specialising in IHT and investment work. John has entered Money Management awards for IHT. He holds a Bachelor of Science degree from The University of Glasgow, and has much experience and technical knowledge, and sits on the Investment Team.
Geordie Bulmer - Financial Adviser joined us with over 10 years experience in Financial Services, and an impressive background, specialising in Pensions and Investment work. He holds a BA (Economics) degree, and he previously worked for the largest Financial adviser firm in Europe.
Philip Teague - Financial Adviser has been in the financial services for 3 years, and is being trained to the highest level. He specialise in offshore pension planning, and also structured products, reviewing both areas on a monthly basis to provide feedback to the team.
Client Relationship Manager is responsible for our 'Treating Customers Fairly' initiative. He organises review discussions and meetings and is responsible for maintaining the ethos of the company through direct contact with clients, finding out more about them to assist them with achieving their goals.
Claire Worsdell - Client Service Manager is our Compliance Manager and has worked with the company for over 11 years. She has a young family, loves gardening, Latin American and ballroom dancing, and she also enjoys cooking, motorbikes, cars and rugby. She hates football especially Arsenal!
Colette Sowerby is our Marketing Manager and joined AISA 5 years ago, she specialises in marketing, all aspects of aviation insurance, as well as mortgages. She likes travelling, going to festivals and the theatre. She enjoys oil painting and has passion for motorbikes.
Leanne Gordon - PA to James returned to AISA in January 2011, after an 18 month gap. She started with AISA over 4 years previously. She has 2 children and loves spending time with them; her hobbies are based around the children and include swimming, reading and propping the bar up!! (not sure how the last one works with the children)
Melanie Buckle - PA to Clive is the office manager at our Cambridge branch she is also the personal assistance to MD Clive Tutton. Melanie joined AISA in September 2011, holding a wealth of industry knowledge. Whilst new to the team, she has fitted straight in.
Caroline Saunders - Administrator joined AISA in early 2010, she has 2 children and loves spending time with them, and her hobbies are based around the children. These include swimming and reading.
Jackie Kennett looks after the accounts for AISA and also prepares the wages and pay commissions. She work’s remotely from the office. Her usual hours of work are 9-5pm on Mondays only.
Professional Qualifications?
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We have a Certified Financial Planner, James, who sat the exam in 2009. This logo and CERTIFIED FINANCIAL PLANNER are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB. |
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John is one exam away from being Chartered, and being able to join James with that distinction. Geordie and John have been allowed to be quoted as 'DipPFS' for some time, whilst Clive and Phil are a single examination away. |
AisaProfessional is a trading style of AisaDirect Ltd, an Independent Financial Adviser authorised and regulated by the Financial Services Authority. 4 Fordbrook Business Centre, PEWSEY, Wiltshire, SN9 5NU Registered in England: 3621676
