TRUTEE OR COURT DEPUTY
We work closely with court deputies who are given the responsibility to manage the estate of a vulnerable client.
We can discuss the detailed requirements for these funds, whether that be for income or growth. We have specific types of investments that allow deputies to move the funds away from cash but in a controlled investment that manages volatility whilst accessing growth.
We can place all the investments for a Court Deputy on a single investment platform which enables transparency of investments and charges, along with a toll to assist in tax returns.
This is a specialised area and we value the opportunity to manage the funds of these clients ethically and cost effectively.
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