Tim Jones has assisted us with finding the best pension scheme for our individual requirements. He has been professional, helpful and prompt at all stages and I would not hesitate to recommend him. I was most impressed with his recent presentation to our staff and for fielding all questions that came his way. It reassured our team and time was given to each person to discuss their individual circumstances too. The advice to date has been invaluable.
Alison Rumford, the Environment Centre (tEC)
Like many SME’s, we had known about work place pension obligations for a while but for a variety of reasons had not yet got round to preparing for our staging date in 2017. Tim from IEP made it all very easy for us and delivered a proposal that was easy to understand and cost effective. The presentation to our staff was extremely good and the aftercare service has been excellent. Tim has understood our needs and professionally delivered the right proposal to us. He also demonstrated commendable patience and a sense of humour in dealing with us; a SME with limited resources which needed to sort out its pension scheme within a small space of time!
David Collard, Managing Director, SFS Group Ltd
We recently took on the task of finding the right financial partner to guide us through the implementation of the Auto Enrolment Pension Scheme. After meeting with a number of different Financial advisers it became apparent that Patrick and IEP Financial provided the best option to support our needs. Patrick offered a professional, commercial and friendly approach, explaining how Auto enrolment works and the options available to us in simple terms. The benefit of having Patrick on site, presenting pensions information to our staff and answering staff queries in very simple terms has been invaluable. All of our staff found him engaging and professional. As a result have more confidence and knowledge around how their pensions will work. The communication and support we have received through Patrick and IEP financial have more than met our expectations. I found Patrick’s friendly and honest approach very refreshing. I have no hesitation in picking up the phone and asking for help and advice which is readily available. All in all, I would have no hesitation at all in recommending IEP Financial to other organisations.
Nicky Calladine, HR Director, Paladone
IEP Financial have recently undertaken to administer the new compulsory government pension plans that Bio Productions are implementing for all our staff. We chose IEP Financial following a presentation demonstrating how their services could assist us rolling out this scheme.
IEP Financial gave us a great personal service and were at hand throughout the whole procedure, breaking the process down into clear bite size chunks for the directors, management and all employees. IEP Financial visited us and held group seminars and individual talks with every member of staff. The service we have received has been above what we expected. They worked closely with the management team & we are all ready and feel completely confident to launch in October 2015.
IEP Financial has also advised on other areas of financial expertise and guided us though what is best for a company our size. I would highly recommend IEP Financial, a great efficient team, impeccable attention to detail and always there to help and advise.
Angela Gill – Managing Director of Bio Productions Ltd – Corporate Client
When I was choosing my financial adviser, the key elements that were vital for me were getting good, impartial advice as well as a firm that would be proactive regarding my finances and ensuring I would get the best returns on the investments I wanted to make. I chose Ian Poysden and IEP Financial based on a personal recommendation from someone I trusted, who knew me and the service and level of professionalism I demanded. Based on the relationship with Ian to date, he hasn’t let me down. Together with the knowledge Ian and IEP bring to the table combined with their proactive ethos, IEP provide a very professional level of service and are always on hand when you need them. I would happily recommend them.
Nick Mercer – Commercial Director of Eurostar – Personal Client
As a Director of Rabbit Group our company has recently benefited from the professional straight talking independent financial advice provided by Ian Poysden & his team at IEP Financial through a review of our company employee benefits that we provide.
As a company we were pleasantly surprised that an ongoing cost reduction was able to be achieved relating to our Group Pension Scheme.
The huge improvements would not have been achieved without accepting the complimentary review from IEP Financial Services.
Our experiences have been extremely positive and Ian Poysden’s extensive level of personal experience in providing financial advice both at company level and personal in our opinion makes the service beneficial to all.
Mandy Bridson – Rabbit Group – Corporate Client
IEP Financial have looked after our pension scheme for a number of years. Prior to them, our concerns were that staff (both senior and junior) had little idea of where or how their money was being invested and little knowledge of how much money they had accumulated over the years. We rarely saw our advisors and when we did staff found the message garbled and difficult to understand.
The IEP team are visible and present information to our team in a way that makes it easy for them to understand. They have more choice on where the money goes and are able to decide for themselves whether they’d like their money to be in a low risk or medium risk fund.
They are a very knowledgeable team who certainly take every single person’s interests seriously and that’s the most important thing for us.
Matt Warren – Travel Places – Corporate Client
When it came to replacing our financial adviser, the most important factors were trust and expertise. IEP Financial and Ian Poysden were recommended to me by my son whose benefit year Ian arranged. Together with this vote of confidence and his expert running of other Sussex CCC players benefit years, it was an easy decision to make.
His continued personal attention & constant availability ensure that my investments are managed in line with my attitude to risk and are very well diversified.
I am pleased to recommend IEP Financial for investment advice and financial planning.
Judy Martin-Jenkins – Personal Client
Sussex CCC has had a longstanding and successful relationship with IEP Financial. It goes without saying that they were our first port of call when deciding who to guide us through our pension requirements.
In February, IEP Financial directed us though Auto Enrolment. Patrick Spencer was our lead & was professional, knowledgeable and always on the end of the phone if we had any questions. We have successfully completed Auto Enrolment with no problems & would not hesitate to recommend IEP Financial to other organisations, looking for help with Auto Enrolment or indeed any other aspect of financial planning.
Zac Toumazi, Sussex CCC Chief Executive – Corporate Client
“IEP Financial, thank you for your financial advice today. It is a great relief to me to have a plan arranged for our future! I am so pleased I chose you to look over the historic paperwork I have had for years & I look forward to our next meeting ! Once again thank you for your help.”
Chris Adams – Personal Client
As someone with a vested interest in the UK health & protection insurance industry for over 15 years I understand what makes a good IFA. IEP Financial are such a company. Not only do they offer superb advice through their team of dedicated specialists but their long term customer engagement & support is excellent. In a world where unfortunately confidence is low in financial services, IEP Financial are a business who I trust & admire both personally and professionally.
Matthew Brookes – Publisher of Health Insurance Daily
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