James has 20 years experience providing advice to clients and developing long term relationships underpinned by integrity and trust.
James is delighted to be working as an independent financial adviser in order to provide an invaluable level of customer service and ongoing support to his valued clients. Before joining Vision, 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 USA.
James started ISCA Wealth to help people make the most of their money whilst bringing simplicity to complex financial matters. James has a wealth of experience and can offer a full range of bespoke solutions to help meet the ongoing financial goals and expectations of his clients. Helping clients achieve financial security is his expertise.
Outside of work, when time permits, James enjoys spending time with his two young children and supporting his local football club Newport County. When time permits, his hobbies include cycling, sailing but especially skiing.
‘James really took the time to get to know me and my specific needs. He encourages open discussion to understand current and future requirements and build trust. He doesn’t try to sell to you and instead makes you, and the decisions you’re making, important to him too. He goes the extra mile to help you feel confident in the advice and ensure the process runs smoothly. I appreciate all his hard work and would highly recommend him.’