Financial Review – Is it necessary?

We believe our clients should get the most out of their money and our Independent Financial Advisers (IFA’s) work hard to help them to achieve that. We believe it is necessary to regularly carry out a financial review on your situation to make sure that your money is safeguarded for the future.

Review of your Protection Cover

People are living longer and enjoying healthier lives than they did ten years ago.

It is therefore really important to review protection throughout your life and at different life stages.
IEP Financial offer a no obligation comparison quote on all your policies, at our cost.

For more information on protection please click here.

Review of your Pension Charges

According to the Financial Conduct Authority (FCA), many pension savers are paying more than twice as much in charges as they need to.

The pensions landscape has changed significantly over the past couple of years, and many savers are missing out on vital information that could affect their overall pension plans.

IEP Financial offer a no obligation comparison quote on all pension contracts, for both personal and company contracts, at our cost.

For more information on pensions, please click here.

If you would like us to conduct a financial review then please call us on 01273 208813 or email info@iepfinancial.co.uk and we will get in touch with you at a convenient time.