Customer Service Policy

We seek to ensure that our clients feel they have made the right choice of professional adviser. What makes ICS different is how we treat our clients. It’s in our DNA. You’ll find it in the way we build deep, lasting relationships – all our clients should be happy to recommend us.

Our goal is to deliver a first-class service to meet the needs and ambitions of our private clients and their business interests by being focused and understanding their needs and ambitions.

We do this by:

  • putting the interests of our clients first and ensuring our business is driven by their needs
  • ensuring that our clients are provided with advice, appropriate to their needs
  • building enduring client relationships, be they with individuals, private companies, partnerships, charities, trusts and estates or intermediaries
  • ‘treating customers fairly’ and excellence in the overall customer experience will be maintained as a fundamental principle in all that we do.

Our service is partner-led and we pride ourselves on ensuring that clients are always able to reach senior people and decision-makers as and when they need to.

We know that no two people are alike and no two businesses are the same. So we get closer to you and your world, your aspirations and challenges. Our thorough understanding of what makes you tick helps us work with you and for you, using our insights, ideas and solutions to create better outcomes.

Contact us

Call us to discuss your requirements at (626) 824-0399 or email us at and we will be happy to introduce you to someone here who can discuss your needs on a no obligation basis.