We specialise in working with small and medium sized businesses all over the country.
By focussing our attention on providing support across your entire business activity, we can add significant value – we provide much more than just transactional services.
We also support pension conferences and visit your employees to discuss their plans in ‘open days’ within your workplace. These are a great means of displaying to your employees their importance to you.
In addition, we have strong partners in accounting, consulting and law, making us an integral part of our clients’ network.
We ensure we ask you the right bespoke questions, to enable us to fully understand your business and your goals. In turn, we then research, review and manage your financial plan with you. This approach is something our client’s value highly and because we have a more entwined relationship, we can discuss ideas and opportunities with you in a truly personal way.
Call us and we can explain how we work and what Independent Financial Planning we can offer you.
Our experience tells us that as business owners you may encounter some of the following issues:
IF YOU WOULD LIKE TO FIND OUT MORE...
98 High Street, Henley In Arden, B95 5BY
Iconic Investments is the trading name of Iconic Investments (GB) Limited, Registered in England and Wales Number 06507105
Iconic Investments (GB) Limited is an appointed representative of MPA Financial Management Limited which is authorised and regulated by the Financial Conduct Authority under FCA Register number 434931