ISCA Wealth: Independent Financial Advice

As an Independent Financial Advisor, we're not tied to any particular investment product and can offer you solutions from right across the range of options.

We build long term relationships with our central focus on independent, unbiased advice on the right mix of savings and investments to meet your long-term financial goals.

Helping you make the most of your money

We work closely with clients to create and manage sound financial plans. Our aim is always to focus on the needs of our client and recommend the right savings and investments to help them meet their long-term financial goals. As an IFA we're able to search the entire market for solutions, and out advice is always focused on meeting your best interests.

Whether new to investing or a seasoned hand, the terminology and range of products can be daunting and off-putting. We work hard to remove this confusion, explaining products and the many rules simply and setting out risks and benefits in equal measure. As your needs evolve over time, we're there to help you adjust your portfolio, particularly as retirement approaches or a you face a major change to your lifestyle.

How we work with clients

All of our clients benefit from a free, no-obligation initial consultation. If we're able to help, we'll pull together all the information we need to search the market for the right mix of savings and investments. Once the portfolio is in place, we'll help you manage it, staying in regular touch and guiding you to keep your investments on track.

Services we provide

Wealth Management

For those looking to invest lump sums or make regular savings.

Retirement Planning

Pension & retirement planning to put you in control of the life you want.

Sustainable Investing

Saving the planet whilst achieving a healthy rate of return.

Transatlantic Investing

For clients living in the UK with US connections – get in touch to ensure your finances are structured correctly.

Estate and Tax Planning

Ensuring your finances are effectively structured for the benefit of the next generation.

Independent Financial Advice

If you need help, guidance or advice on savings and investments

Our History

We were formed by James Hawkins, Chartered MCSI in late 2019. James has over 20 years of experience providing financial advice to investors. He spent 14 years at Lloyds Bank advising private clients that included celebrities, CEOs and VIPs, before helping set up Santander's Private Banking proposition. James has been based in various locations including four years in the US advising on UK – US cross border financial matters.

James started ISCA Wealth to help people make the most of their money whilst offering an invaluable level of customer service. As an Independent Financial Advisor, he can offer a full range of solutions to help meet the financial goals and expectations of his clients.

ISCA Wealth is an Appointed Representative of award winning Vision Independent Financial Planning.