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. We follow the process highlighted below with all clients.
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.
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.
The most effective way to achieve your goals is to set down a plan and then ensure that it is monitored and maintained.
This is provided by our partnering service, which results in the following benefits:
Ability To Stay Focused On Your Goals
A detailed review meeting is held 12 monthly to ensure your plans stay on track to achieve your objectives. Interim reviews are also conducted throughout the year at predetermined dates, providing other opportunities to stay focused on your goals.
Minimises Hassle
Our aim is to improve your lifestyle through the use of smarter strategies. Furthermore we also take the pain out of managing those strategies by handling all administration. This gives you more time to enjoy the lifestyle you are creating.
We Work For You
The plan profile is not owned by any institution, so our advice is not tainted by any conflicts of interest. Our strategies consider all available options that may improve your financial security and lifestyle.
Considering All Investments
Our philosophy states that a sound investment strategy must support a client’s overall objectives, matching their Risk Profile and Capacity for Loss. That’s why we bring you a comprehensive approach that considers all appropriate investments.
Analysing What Is Suitable
We use research from a wide variety of sources and we do our own due diligence on one off investments. One service that our clients find particularly useful is the ‘run it past us’ service. Many clients call us for a chat to discuss a suitable investment concept. The access to high quality research ensures that we take the shortest path possible from where you are now to where you want to be in the future.
Managing Your Investments
We know how important it is for your ‘Critical Capital’ to really do its job. It’s the money that is going to ensure that you live the life that you really want to, so it has to work for you. That’s why we take the role very seriously, we source and manage industry specialists who spend many man hours developing a suitable plan. One thing is certain, markets change and your goals change throughout life and we can change with them. Our approach to investing enables that flexibility.