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.
45 Bridge Street, USK, NP19 0AS
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