Chartered Financial Planner with Aisa International based in the Czech Republic.
Giving portfolio bonds the personal touch
Personalised portfolio bonds (PPBs) are tailor-made for expats moving from country to country, providing them with a wide range of investments and juicy tax breaks, says Chris Lean, chartered financial planner at Aisa International.
Best Practice | 27 Oct 17
Driving advice in Europe from sales to profession
Advisers in Europe need to embrace the hurricane of legislation that is about to hit them or risk “driving their business into a cul-de-sac with no reverse gear“, writes Chris Lean, a Czech-based chartered financial planner with Aisa International.