This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.
This examination assesses a knowledge and understanding of financial protection plans.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.
This qualification assesses a broad understanding of the principles of private client investment within the context of the current regulatory environment
At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills
MCSI membership is full membership of the CISI, and denotes a high level of achievement and competence. It is awarded to those with a suitable combination of qualifications and experience
This exam accesses understanding of the financial services industry including regulation and legislation.
This exam accesses understanding of the financial services industry, and its regulation, products and processes.
Over 20 years experience providing advice to clients and developing long term relationships underpinned by integrity and trust. Helping clients achieve financial security is our expertise.
ISCA Wealth was set up to help people make the most of their money whilst bringing simplicity to complex financial matters. With a wealth of experience we can offer a full range of bespoke solutions to help meet your ongoing financial goals and expectations.
Before becoming an independent adviser James spent many years working as a Senior Private Banker looking after high net worth individuals including a number of high profile individuals such as VIPs and CEOs.
James also enjoyed a number of years working internationally where he focused on the financial impacts of clients with dual residencies.
As a client you can expect a range of services which are focused on your long term financial security. Most importantly we take the time to clarify and assess your financial goals and concerns where we can then work with you to create plans to protect your wealth and lifestyle, manage your tax position and help you fulfil your everyday financial needs.
Our experienced independent financial advisers can help with a comprehensive list of services including the following:
Discretionary Portfolio Management
Bespoke Investment Advice
Pension & Retirement Planning
Investment advice for US clients in the UK
Inheritance Tax Planning*
Mortgages including Buy To Let & Equity Release*
Private Individual & Commercial Protection
Trustee & Charity Investment Management
Power of Attorney & Court of Protection Investment Management
Isca Wealth Management Limited is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm reference number 487395.
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