About Us
OpesFidelio Cyprus
At OpesFidelio Cyprus Insurance Advisers, we specialise in helping expatriates navigate the complexities of wealth management, investment strategy, and financial planning while living abroad. Based in Cyprus and authorised under IDD, we offer transparent, personalised, and compliant financial advice to a global clientele aiming to manage their finances as efficiently as possible. To us, you are not ‘just’ a customer. We take time to understand you as individuals, understanding your life and goals. Our lifestyle financial planning focuses on aligning your finances with your life goals, values, and aspirations. It considers your current situation, long-term objectives, and lifestyle to create a comprehensive plan that integrates financial and life planning.
Who We Are
Founded by a team of international finance professionals and expats, our firm was built on the belief that expatriates deserve honest, expert guidance tailored to their unique circumstances. Whether you’re planning for retirement, managing cross-border assets, or optimising tax strategies, we bring clarity and confidence to your financial journey.
What We Do
Our services are designed with expatriates in mind. We provide:
- Tailored Investment Portfolios – aligned with your risk profile, goals, and lifestyle.
- Cross-Border Financial Planning – bridging the gap between your country of origin and your new or current residence.
- Tax-Efficient Investment Strategies – fully compliant with Cyprus regulations, and international ones where appropriate.
- Pension and Retirement Planning – for a secure future, wherever you choose to retire.
- Estate and Succession Advisory – protecting your legacy across jurisdictions.
- Cyprus insurance brokerage – for your health, life and income.
- Cyprus mortgage planning and brokerage – from retail and private banks in Cyprus.
Meet The Team
Lee Hinton
Director, Manager
James Pearcy-Caldwell
CEO
James founded and runs Aisa with an emphasis on a pro-client and transparent approach. He is always looking for the most suitable solution for the benefit of the client. He has been in the field of investment advice since 1998, and therefore fully understands the necessity of open communication and honesty. James is certified in many financial areas in several countries and also holds the most prestigious European certificate in investment planning EFP (European Financial Planner).
Christopher Lean
Director
All 3 directors and other staff have the Cyprus Securities sand Exchange Commission (CySEC) Advanced Examination and are listed on the Public Register of Certified Persons.
Client Testimonials
The following is to introduce Lee Hinton, a long-time friend and advisor to my wife and me here in Cyprus.
We have relied heavily on Lee’s advice for our financial planning and he has done us well. A great bonus is Lee’s way of explaining what are – to us – complicated financial issues, free of jargon so that we can follow what he is saying. In this context he has been especially helpful with planning to free up considerable sums each year to cover UK school fees for my grandchildren. He was also most helpful in assisting my daughter and her family to relocate from New Zealand to the UK after they had spent 10 years away from Europe. I received the same support and advice from him with probate after my previous wife died of cancer a few years ago.
If you are considering dealing with Lee and his colleagues, you will find them helpful, jargon-free, and patient. I would strongly recommend them.
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
I have known Lee since opening the school in its original buildings and have found him to be a man of integrity. His desire to serve his clients is very clear and at no stage does a conversation dissolve into a heavy pressured sales pitch - Lee doesn't need to do that because he is clearly someone who listens and tries to understand his client's needs. In this recommendation I seek to endorse Lee as a professional and feel confident that, whichever company's products he decided to offer clients, he would do in their best interests.
Lee Hinton is a true professional. He works with integrity and genuine interest for his clients. He provides high quality of services by helping people to find solutions and increase their wealth in these challenging times. He is always committed to your success.
We would like to express our thanks for the work Lee Hinton has done for us in the past 6 years. Passion, knowledge and a genuine interest in achieving the best for his clients make Lee a truly professional Financial Advisor.
Why Choose Cyprus
Cyprus is a top destination for expatriates seeking a Mediterranean lifestyle with strong financial advantages:
Favourable Tax System – Cyprus offers an attractive tax regime for new residents, particularly those classified as Non-Domiciled (Non-Dom). As a Non-Dom, you may benefit from exemptions on dividends, interest income, and certain overseas earnings for up to 17 years. This allows residents to optimise their wealth efficiently while complying with local and international tax regulations.
Climate – Boasting over 300 days of sunshine annually, Cyprus offers one of the most favourable climates in Europe. Mild winters and warm, sunny summers contribute to a relaxed, outdoor lifestyle which enhances wellbeing and supports an active retirement.
EU Membership – As a full member of the European Union, Cyprus benefits from the EU’s legal framework, financial safeguards, and consumer protections. Residents can take comfort in the robust financial services infrastructure and cross-border banking compatibility.
Multilingual Population – English is widely spoken in Cyprus and is used extensively in business, legal, and government sectors. This significantly reduces language barriers for newcomers and facilitates smoother integration for English-speaking expatriates.
Strategic Location – Situated at the crossroads of Europe, the Middle East, and Asia, Cyprus provides strategic access to global markets. It is a hub for international business and an ideal base for those conducting business across multiple regions.
Free Initial Consultation
Contact us for a no-obligation consultation to explore how we can support your financial well-being in Cyprus and beyond.