DETAIL

WHAT ARE THE NEXT STEPS?

 

CONTACT US

EXISTING PROFESSIONAL PARTNERS?

 

We endeavour to work closely with your existing professional partners.

 

If you do not have current relationships that you are highly confident with then we have select trusted professionals that we can introduce to you.

 

These include:

 

  • Solicitors: Conveyancing, Trusts, Wills and Probate
  • Accountants
  • Tax Specialists
  • Property Sales and Letting Agents

 

We have used a wide ranging array of professional partners in the past and we can recommend them based on excellent feedback. Clients often already have established professionals in place and in such cases we happily work with your preferred partners to ensure all elements of your needs are well managed.

HOW DO WE GET PAID?

 

We will only ever get paid by you and never by any other party in relation to your investments.

 

Our charges are inclusive of all agreed services and no other charges will be levied without your absolute written agreement.

We charge two types of fees:

 

Initial – To support the advice process and accurately facilitate the recommendation

 

Ongoing – Iconic Partnering Service

 

Please see the Client Agreement and Service Proposition document for more detail on these fees.

CONTACT US

ON-GOING Partnership

 

CONTACT US

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