We provide a truly independent service and believe that financial planning should not be daunting.
Our approach is informal, yet professional. Our clients feel relaxed to asked questions and at all times we work to ensure clients fully understand the sometimes complicated products and solutions available to them.
As a new client to Iconic we would meet you to chat about your personal circumstances, financial position and future goals, as this will enable us to really add value when creating your Financial Plan.
Your future security and success is determined by many elements, some of which are out of your control, however, by working with Iconic we can provide comprehensive, considered Financial Planning which can really shape your future.
In addition, we have strong ties with highly respected Accountants, Solicitors and other key professionals that may be of service to you now or in the future.
Our client base is spread throughout the UK, distance is not a barrier to providing you with a great service. If you would like to find out more about how we can work with you.
Our experience tells us that as employed professionals you may encounter some of the following issues:
• Creation of financial cash flow plan for retirement
• Desire to be in control of when you retire
• Understanding occupational pension arrangements
• Maximising benefits from lump sum payments Inheritance
• Tax free cash
• Tax efficient planning
• Job specific protection
• Ensuring family are protected in the case of poor health or death