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We are Independent Financial Advisers

Offices in Brighton & Hove, and Eastbourne

Independent Financial Advisers

We serve a range of private clients, high net worth individuals and businesses across Sussex and the South East of England. Over many years we have built up an excellent reputation for providing a first class level of independent financial advice to a broad range of high net worth entrepreneurs and businesses.

Our Team of Independent Financial Advisers (IFAs) recognise that financial planning and the needs of our clients have grown more complex over time.

We have a team of 8 financial advisers, serving clients all across the UK.

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We have developed a range of specialist, added value financial solutions that have made us well known as an Independent Financial Adviser that provides both individual and corporate clients with a bespoke financial services in the following:

  • Life Insurance
  • Critical Illness Cover and Income Protection
  • Investments
  • Pensions
  • Mortgages
  • Corporate Financial Advice

How can we help you?

Investments

The fundamental objective with investments is to achieve an above average investment performance for a given level of investment risk. This is predominantly down to an appropriate asset allocation i.e. the split between equities, fixed interest, properties and cash. It will also be down to the charges on a contract and the fund management arrangements.

Pensions

Due to the nature of pensions, both in their importance and, in most cases, complexity, we strongly recommend seeking pension advice from one of our advisers. We at IEP Financial use the whole of the market to make sure you achieve the highest possible income in retirement.

Life Insurance

The common starting point for most people when they consider personal protection against unforeseen events and circumstances is life insurance. This is generally the cheapest type of cover available and if a death occurred it would lessen the financial impact on the life assured’s family.

Corporate Advice

We understand from years of experience that when you’re running your own business you need financial advice that will identify and deliver financial solutions expediently. Our team of local qualified business financial advisers will create the financial strategies that work for you and your business.

Mortgages

Buying a house is normally your single biggest financial commitment and making the right decision will save you money. However, before you can purchase a house you first need to achieve a mortgage offer.

 
How Can We Help You?

Pensions

Due to the nature of pensions, both in their importance and, in most cases, complexity, we strongly recommend seeking pension advice from one of our advisers. We at IEP Financial use the whole of the market to make sure you achieve the highest possible income in retirement.

Investments

The fundamental objective with investments is to achieve an above average investment performance for a given level of investment risk. This is predominantly down to an appropriate asset allocation i.e. the split between equities, fixed interest, properties and cash. It will also be down to the charges on a contract and the fund management arrangements.

Life Insurance

The common starting point for most people when they consider personal protection against unforeseen events and circumstances is life insurance. This is generally the cheapest type of cover available and if a death occurred it would lessen the financial impact on the life assured’s family.

Mortgages

Buying a house is normally your single biggest financial commitment and making the right decision will save you money. However, before you can purchase a house you first need to achieve a mortgage offer.

Corporate Advice

We understand from years of experience that when you’re running your own business you need financial advice that will identify and deliver financial solutions expediently. Our team of local qualified business financial advisers will create the financial strategies that work for you and your business.

 

Reviews From Our Clients

“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

“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