James Hawkins
Independent Financial Advisor & Wealth Management Consultant @Isca Wealth
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WORK HISTORY
Independent Financial Advisor & Wealth Management Consultant @Isca Wealth
Independent Financial Adviser and Wealth Management Consultant. I help clients make difficult financial decisions, provide long-lasting solutions and peace of mind. It’s great helping clients make the most out of their money and reach their financial goals.I set up ISCA Wealth initially to help people make the most of their money through totally unbiased and independent advice which is so often not the case. This is paralleled with an invaluable level of customer service which is so hard to come by nowadays. I offer assistance to various clients on a wide range of financial matters including US/UK ex-pats and also those looking at responsible and sustainable financial solutions.Isca Wealth Management Ltd 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. This can be verified by visiting The Financial Services Register.Registered Office: 21 Afon Gardens, Newport NP18 1PR. Tel: 78•••89Registered in England and Wales. Registration number 12••••28
EDUCATION
CII
Dip, Financial Services
University of Wales
Business Law
SKILLS
ABOUT JAMES HAWKINS
ISCA Wealth’s mission is to make sure that at whatever stage of your life you do not miss out on the highest possible return your risk level and situation allows. Once we have reassessed your situation, we will design and implement a robust financial plan in order to provide you with long-lasting financial security and peace of mind.Worried about missing out on your tax allowances? With some tax allowances once they go they are gone forever.Confused with the myriad of financial options available? With our experience we can cut right to the point and identify the optimum solution.Worried about not having enough money in retirement? We offer expert analysis to determine your financial future. How soon can you retire?Are you a business owner looking to find tax friendly solutions to lingering surplus profits? We have a number of tax efficient vehicles for you to save money.For the last 21 years, I’ve had the pleasure of working with and supporting a variety of high net worth private clients in the following areas:1 - Retirement planning – navigating the many rules to ensure the optimum financial security in retirement.2 - Investment planning – ensuring your assets are rebalanced and structured for ongoing efficiency. Making sure you are getting the best out of your situation and helping you access the money in the most prudent manner.3 - Inheritance Tax planning – providing an assessment of your current situation and putting you in control of the situation.4 - Allocating surplus funds tax efficiently within a business. 5 - Specialist investment for US clients living in the UK.Have a look at what some of my current clients have to say about working with ISCA Wealth:‘James is very knowledgeable in the financial sector, but broke the lingo and jargon down in a way a non finance specialist can easily understand and with his naturally approachable and down to earth style, makes you comfortable in his presence.’ - SB, South Wales‘My Husband and I were seeking to understand how we could manage our finances better. The personal call with James allowed us to discuss personal details, get clarification on financial terms, opportunities and risks. James was really friendly, down to earth and clear in his explanation of sometimes complex financial terms. I would highly recommend him to anyone seeking to understand financial markets, personal tax, student loans and business financial matters.’ - EC, LondonGet in touch with ISCA Wealth by messaging me and let’s
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