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James Pearcy – Caldwell

By Sophie Bennett, 1 Apr 26

James Pearcy-Caldwell is the CEO of AISA International and the founder of the OpesFidelio network. A chartered financial planner and fellow of the Personal Finance Society, he is highly qualified in cross-border financial planning, particularly for UK expats. Pearcy-Caldwell began his career in the UK before establishing AISA, which has grown into an award-winning international […]

James Pearcy-Caldwell is the CEO of AISA International and the founder of the OpesFidelio network. A chartered financial planner and fellow of the Personal Finance Society, he is highly qualified in cross-border financial planning, particularly for UK expats. Pearcy-Caldwell began his career in the UK before establishing AISA, which has grown into an award-winning international network. He began AISA with the idea of ‘putting the client first’ through engagement and transparency. He frequently contributes to industry press and speaks on technical taxation and pension transfers.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.