ICONIC investments - Providing Independent Financial Advice

We have a truly professional and contemporary approach, we are a highly qualified Financial Advice practice in Leamington Spa. 

Our ethos is that financial products should not be daunting or intimidating and as such our approachable style makes us different to that of the more traditional providers.  

By focussing on providing support across your entire business activity, we can add significant value - we provide much more than just transactional services, unlike most Financial Advisers.

We specialise in working with small and medium sized businesses, not only do we offer all the financial services you would expect but we also have strong associates in accounting, consulting and law, making us an integral part of our clients network.  We do however, also work for individuals.
 
Why not pick up the phone and call us on 01926 420 306 to have a chat about your current financial provisions and importantly, your goals for the future.  We will be happy to invite you to come and have a coffee with us and we can find out more about your needs and explain who we are and how we work.  We are on Euston Place, at the end of the Parade in Leamington Spa.

At ICONIC investments clients are truly valued, this is evident in the processes we follow; we take the time to fully understand our clients’ financial situations and needs. Utilising industry leading software we can assess their attitudes to risk and conduct extensive research in order to present the most suitable options to a client.

ICONIC investments have links to various fund houses offering multi-asset approaches, which were previously only accessible to ultra high net worth investors and institutions. This enables our Financial Advisers to provide smaller clients with a greater balance in their portfolio.

Ed Hodgson is a highly knowledgeable Financial Adviser with a passion for continual professional development and a drive to be in the know about the latest products.  Ed attends many seminars and takes at least two exams each year, to ensure he is at the top of his game.  He has continued to attain qualifications whilst practicing and as such he has achieved his Personal Finance Society Diploma.

Please read the following regulatory points: ICONIC investments is a trading name of ICONIC investments (GB) Limited, our Company Registered Office is 45 Highfield, Hatton Park, Warwick, CV35 7TQ. Registered in England & Wales Number 6507105.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore, restricted to consumers based in the UK. Your home may be repossessed if you do not keep up repayments on your mortgage. There may be a fee for mortgage advice. The precise amount will depend upon your circumstances but we estimate it will be £300.The Financial Services Authority does not regulate Taxation Taxation & Trust advice, Offshore bonds, Enterprise Investment Schemes, Venture Capital trusts and some forms of Debt consolidation & Mortgages.