At IEP Financial we believe that our staff are our biggest asset. Our team of independent financial advisers, mortgage, pension, 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 20 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.
Blerina Mucaj Junior Paraplanner
Blerina has worked for IEP for over 5 years in various roles and now supports most of the IFA’s in managing their client portfolios including life assurance, individual and corporate pensions and investments. She graduated from the University of Bristol and has a great interest in the financial industry.
Patrick Spencer Managing Director
Patrick was educated at Brighton College and The University of Birmingham. He advises on all areas of financial planning, including investments, life assurance and pensions. Patrick looks after both individual and corporate clients and is currently helping many large employers get ready for the new Auto Enrolment pension legislation.
Tess Simpson Paraplanner
Tess currently provides technical support to all the advisers and specialises in pension planning and trusts. She has worked in the financial services industry since 2000 and has experience as a mortgage broker as well as a financial adviser. She currently holds the DipPFS qualification and is working towards her Chartered status.
Fiona Smith Sales Support
Fiona works primarily supporting Patrick and Tess in managing their pipeline and portfolio of existing business in all areas of financial planning, including life assurance, individual and corporate pensions and investments. She is also the team’s Trust expert ensuring life assurance proceeds are correctly written in Trust to ensure they are paid in the most tax efficient manner.
Tim Jones Associate Director
Tim joined IEP Financial with over 20 years’ experience in the financial services sector. He is qualified in investment planning, IHT mitigation, protection, retirement planning, and has recently specialised in advising corporate entities and company directors, particularly meeting their Auto Enrolment legislative requirements. Tim was made Associate Director in November 2016.
Matthew Phillips Paraplanner
Matthew is the newest recruit to Tim’s team and has worked within financial services for over 10 years. He started his career working on annuities but now covers all areas and qualified as a Paraplanner 4 years ago. He recently achieved his Diploma in Regulated Financial Planning and is due to start working towards Chartered Status shortly.
Lynette Palto Sales Support
Lynette specialises in group life and income protection, plus business protection. She is vastly experienced having accrued 28 years’ experience advising clients in Brighton and Hove and has worked at IEP for the last ten years. Lynette works as part of a team, primarily supporting Tim Jones, managing his portfolio of existing business in all areas of financial planning.
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. In his spare time Oliver is a keen triathalete.
Harry De’Giovanni Sales Support
Harry completed his apprenticeship at IEP Financial, gaining the EDI Level 2 NVQ certificate in Business and Administration (QCF). He has now started his role as Sales Support, where he will be helping his colleagues with some of the key administrative tasks. He studied English Language, Economics, French and Spanish at Brighton and Hove Sixth Form College.
Stefan Olingschlaeger Mortgage and Protection Specialist
Stefan is new to IEP Financial and is our in-house mortgage and protection specialist. He has over 16 years’ experience within financial services and is Cemap and Cefap qualified. Previously Stefan has worked as personal banker, a financial consultant and now uses his experience and expertise to concentrate on mortgages and 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.
Greg Bonner Paraplanner
Greg joined IEP Financial in November 2016, moving from another local firm where he worked for four years. He is now close to completing the Diploma in Regulated Financial Planning and has a keen interest to develop to Chartered status in the future. Greg’s work at IEP Financial includes supporting Ian Poysden with research and analysis, report writing, compliance and new business submission.
Meena Ibrahim Financial Adviser
Meena joined IEP with over 4 years experience in financial services he specialises in protection and aims to increase his expertise in Pensions and Investments. He previously worked as an Adviser in the banking sector. He is DipFA qualified and prides himself on his attention to detail and having a holistic approach to client reviews.
Abs Butrous Financial Adviser
Abs is a DipFA qualified Financial Adviser who has recently joined IEP financial. His background is in protection and 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 and equip them with all the information required. The client’s satisfaction is Abs’ main focus and he has a natural ability to identify the client’s needs, whilst finding realistic solutions to common concerns clients have with their financial security.
William Lewry Sales Support
William recently joined the team after receiving excellent results in his A-Levels. Will has chosen to take a year out within a financial services setting before deciding on whether to pursue University or not. Will is currently tasked with supporting all of the Administrative team.
Enri Beqo Financial Controller
Enri is a commercially focused professional with several academic qualifications and extensive financial experience. He has a Masters in Financial Economics from University of Leicester, an Honours degree in Computer Science from Loughborough University and is working towards qualifying as a Chartered Accountant. His areas of expertise are in Statutory Accounts, Management Accounts and Financial Reporting.
Barrie J Davies Digital Marketing
Barrie is an experienced Digital Marketing and Social Media expert recently joining the team in after relocating from Cardiff in Wales.
Graham King Financial Adviser
Graham King Financial Adviser.
Janet Robberds Receptionist/PA
Janet Robberds recently joined the team and is our Receptionist /PA.