We believe in taking our clients through a logical and detailed process in order to inform both ourselves and the client. This enables us to provide clients with proposals that are truly unique to their situation and needs.
The process is itemised below, as you can see the first step is to have a no-cost obligation meeting, if you would like to begin your journey to financial confidence call us at ICONIC and we will be happy to welcome you to our Royal Leamington Spa office for coffee and a chat |
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| Initial Meeting |
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No-cost obligation meeting to discuss needs |
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Full Fact Find Collation of all of your data |
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Risk Profiling Use of comprehensive risk profiling tool to establish your attitude to risk |
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Explanation of Services Client Agreement |
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Select Service Level Report and costs for next steps |
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| Research |
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Review and explain current investments Use of market leading analysis tools to establish performance and suitability of current investments |
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Description of the current investments and possible scenarios |
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Assess Needs Use of fact find and information from the initial session to determine requirements |
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Establish Recommendations Make recommendations and detail the reasoning |
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| Report Full Financial Review |
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Meeting Detailed review of your current portfolio and discussion of your current investments |
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Assessment of needs Steps required to meet needs |
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Recommendations Explanation of the analysis to justify recommendations |
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Next Steps |
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| Action |
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Put in place recommendations |
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Communicate all the changes |
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| Update/ Review 3 months |
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Meeting This could be in person or on the phone |
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Assess success of next steps |
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| Annual Review |
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Review fact find discuss any changes to circumstance and/or requirements |
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Produce Financial Report |
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Dependant on money under funds and service level agreement |
