At IEP Financial we believe that our staff are our biggest asset. Our team of Independent financial advisers, mortgage, pension, Investment and protection specialists, together with supporting staff, are all dedicated to their job and work hard to provide a high level of service to all of our clients.
Ian Poysden Chairman
Ian 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.
David Williamson Director
David is a 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.
Patrick Spencer Managing Director
Patrick 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.
Tim Jones Associate Director
Tim has over 20 years’ experience in the financial services sector. He is qualified in investment planning, IHT mitigation, protection, retirement planning. He also advises corporate entities & company directors, particularly Auto Enrolment legislative requirements.
Oliver McDonald Financial Adviser
Oliver boasts ten years in the industry having worked previously as a personal banking manager and a financial consultant. He is CeFA and DipFA qualified and his particular areas of expertise include corporate and individual pensions, investments and insurance.
Stefan Olingschlaeger Mortgage and Protection Specialist
Stefan is our Mortgage, Equity release and protection specialist. With over 16 years’ experience within financial services & is Cemap & Cefap qualified. He has worked as personal banker, a financial consultant & now uses his expertise to focus on mortgages, equity release & protection.
Jonathan Morgan Financial Adviser
Jonathan is our Eastbourne-based IFA. A chartered Fellow of the Securities and Investment Institute, Jonathan has previously worked for Hottinger and Co Ltd, Julius Baer and Rensburg Sheppards. Jonathan also boasts experience as a city stockbroker.
Graham King Financial Adviser
Graham is qualified to give advice across a number of areas focusing on Investment & wealth strategy’s, Inheritance Tax including Generation Planning & Retirement Plans. He has joined the team with experience gained over the last 30 years in the financial sector.
Meena Ibrahim Financial Adviser
Meena is DipFA qualified & joined IEP with over 4 years financial services experience, Previously as an Adviser in the banking sector. He specialises in protection & aims to increase his expertise in Pensions & Investments.
Abs Butrous Financial Adviser
Abs is a DipFA qualified Financial Adviser who has recently joined IEP financial. His background is in protection & he aims is to provide his clients with a first class service. Abs’ approach to advising is simple, by guiding clients through the whole process with all the information required.