0330 038 8940
Based in Newport
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FCA Regulated
Last checked: 02 March 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
James has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 04 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
4 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
James has not yet added their fees to their profile
35
Positive First Impressions
100% of users who are not yet clients had a positive first experience with James
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 35 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 02 March 2025
James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Verified reviews: 100%
James has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 04 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
4 qualification certificates available to view
James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
James has not yet added their fees to their profile
35
Positive First Impressions
100% of users who are not yet clients had a positive first experience with James
100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 35 first impressions)
I have over 20 years experience providing advice to clients and developing long term relationships underpinned by integrity and trust. Helping clients achieve financial security is my expertise. I started ISCA Wealth to help people make the most of their money whilst bringing simplicity to complex financial matters. With a wealth of experience I can offer a full range of bespoke solutions to help meet your ongoing financial goals and expectations. Before becoming an independent adviser I 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. I also enjoyed a number of years working internationally where I focused on the financial impacts of clients with dual residencies. I am able to help with a wide range of financial enquiries, for example: Investments, ISAs and general savings plans Pension and retirement planning Inheritance tax*, trusts and estate planning Wealth Management & Preservation Commercial Finance Private, Individual & Commercial Protection Trustee & Charity Investment Management Power of Attorney & Court of Protection Investment Management Sustainable Investing Specialist tax wrappers Mortgages (via an adviser within the network) *The FCA does not regulate Inheritance Tax Planning
Offers available through VouchedFor
Contact James through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About James's clients
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