Wealth Management

Investing in a lump sum?

Our independent financial advice will help you navigate your way to a sound future

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  • Do you want to grow your lump sum or give yourself an income?

  • How do you make the best use of your ISA allowance?

  • What risks do you need to take to reach your goals?

  • Will you have to pay more tax or less?

Navigating your way through a myriad of options, their risks and benefits is a daunting task. At ISCA Wealth, we work with you to understand what you want to achieve and create the right mix of investments and savings to get there.

Our independence means we can navigate the entire range of products to find what works best for you. We provide an unrestricted choice of investments so you can rest easy the advice we give is unbiased and with your best interests at heart. From our initial consultation to the ongoing management of your portfolio, our aim is always to help you meet your financial goals for the long-term.

 Products we can advise on include:

  • ISAs

  • General Savings Plans

  • Investment Portfolios including Unit Trusts, Investment Bonds

  • Enterprise Investment Schemes (EIS) & Venture Capital Trusts (VCT)

  • Child Trust Funds

  • Capital Protected Investments

  • Offshore Investments