People who take the time
We start by listening. Understanding your circumstances and what matters to you helps us focus on the decisions that need your attention.
Financial planning in Leamington Spa
Looking after your
life, health and wealth.
Your plans are personal. Your financial advice should be too. From inheritance tax planning and private medical insurance to mortgages and protection, we help you understand your options and take the next step.
Clear next steps
You should know what your options mean and what happens next. We explain things plainly and keep the conversation focused on your priorities.
A proactive approach
Planning does not end with the paperwork. Keeping in touch and reviewing arrangements helps us respond as your circumstances and needs change.
Our services
Explore the possibilities.
Featured service
Inheritance tax planning
Plan ahead for the people who matter.
Your home, savings and business interests may form part of what you hope to pass on. Understanding how inheritance tax could affect your estate is an important place to start.
We help you look at your position and discuss the planning options that may be appropriate for your circumstances and wishes.
Explore inheritance tax planning
Featured service
Private medical insurance
Health cover that starts with you.
Choosing private medical insurance means looking beyond the premium. The cover, limits and exclusions all matter.
Whether you are exploring a policy or reviewing existing cover, we help you understand the choices and consider what fits your needs and budget.
Explore private medical insurance
About iC Wealth
Personal service. Practical support.
Based in Leamington Spa, we put service at the centre of what we do. We take the time to understand the people we work with and help them move forward with the decisions in front of them.
For us, a lasting relationship means being approachable, keeping in touch and following through.
Get to know us
How we work
A conversation is a good place to start.
- 01
Tell us what matters
Talk to us about your circumstances, your questions and what you want to achieve.
- 02
Understand your options
We explain how we can help and discuss the next steps, including any relevant fees.
- 03
Agree a way forward
You can decide how you would like to proceed with a clearer understanding of what is involved.
Your next chapter
Let us talk about your next step.
Tell us what is on your mind. We can discuss your plans, answer your questions and explain how we may be able to help.