Who Are IEP Financial?
Based in Brighton Hove and Eastbourne our aim at IEP Financial is to help each client achieve financial independence, maintain financial independence throughout retirement, and distribute their wealth in an efficient manner. We have built up an enviable brand over the years and an excellent reputation for providing financial advice. Every client can be assured of high levels of service and financial expertise.
- David Williamson – The director at IEP and has been working in the life and pensions industry for 25 years for both insurance companies and Independent Financial Advisers. He specialises in business strategy and is responsible for the IEP client and investment propositions.
- Ian Poysden – The Chairman has been an Independent Financial Adviser for 30 years and has become synonymous in Brighton and Hove for the many wealthy and well-known clients he looks after. He specialises in investments and corporate business and is responsible for all the acquisitions that the company has made.
- Patrick Spencer – The Managing Director advises on all areas of financial planning, including investments, life assurance & pensions. He is also a FCA regulated Occupational Pension Transfer Specialist. He also looks after both individual & corporate clients including helping large employers with Auto Enrolment.
At IEP Financial we have identified that there is a need to provide corporate clients and high net worth individuals with an increasingly higher level of expert advice reflecting the ever changing requirements of high finance.
All of our financial advisers are Diploma qualified which allows them to support clients in increasingly complex areas whether it’s investment strategy, pension planning, protection and life insurance, and mortgages.
With this level of experience, expertise and commitment to excellence; you can trust IEP Financial to meet any of your financial planning needs.
- To see what our clients say about us, please click here.
- To meet the rest of the team, please click here.
- For our latest career opportunities click here
- For more information regarding a financial review click here
To speak with one of our independent Financial Advisers please call us on 01273 208813 or email firstname.lastname@example.org and we would be happy to assist you.
IEP Financial is authorised and regulated by The Financial Conduct Authority (FCA)