Personal • Professional • Performance
Our commitment to excellence means your finances are in good hands
Financial Experts based in Sussex and the Southeast
Our aim at IEP Financial is to help each client achieve financial independence, maintain financial independence throughout retirement, and distribute their wealth in an efficient manner. We have built up a reputable brand over the years and have excellent feedback from our clients for providing financial advice.
Every client can be assured of high levels of service and financial expertise from our team.
The Chairman and Directors outside our Brighton & Hove office
Verso Wealth Management and IEP
Launched in 2021, Verso Wealth Management was formed following the merger of
Munnypot, an award-winning digital investment service and its first acquisition Whitefoord,
a London based private client wealth management firm. IEP was the sixth firm to come
aboard this growing group and Verso has continued to make acquisitions as it becomes a
leading national consolidator of financial planning firms. By partnering with Verso Wealth
Management, we can ensure the continued success of our well-established services, and
gain access to additional resources and enhanced technology which will help us to serve our
IEP Financial work with some terrific businesses.
Businesses that we have got to know well over many years and greatly respect.
Accordingly, we have no hesitation in including a few details of these Professional Connections on our website and recommending them to you.
These are Businesses that have stood the test of time by maintaining a great service, good value, an honest approach and professionalism at all times.
Founded with years of financial expertise
Based throughout Sussex and the South East, and in particular Brighton & Hove, Eastbourne, and Chichester/Bognor, our aim at IEP Financial is to help each client achieve financial independence, maintain financial independence throughout retirement, and distribute their wealth in an efficient manner. We have built up an enviable brand over the years and an excellent reputation for providing financial advice. Every client can be assured of high levels of service and financial expertise.
A team dedicated to your success
Our Chairman Ian Poysden has been an Independent Financial Advisor 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.
Our Managing Director Patrick Spencer advises on all areas of financial planning, including investments, life assurance and pensions. He is also an FCA regulated Occupational Pension Transfer Specialist. He also looks after both individual & corporate clients including helping large employers with Auto Enrolment.
Our Director David Williamson has been working in the life and pensions industry for over 30 years for both insurance companies and Independent Financial Advisors. He specialises in business strategy and is responsible for the IEP client and investment propositions.
One of our auto-enrolment seminars in action.
Committed to qualified professionals
At IEP Financial we have know there is a need to provide corporate clients and high net worth individuals with an increasingly higher level of expert advice reflecting the ever changing requirements of high finance.
All of our financial advisers are Diploma qualified which allows them to support clients in increasingly complex areas whether it’s investment strategy, pension planning, protection and life insurance, and mortgages.
With this level of experience, expertise and commitment to excellence; you can trust IEP Financial to meet any of your financial planning needs.
Looking For An Exciting Career With IEP Financial?
IEP has always maintained a commitment to continuous professional development including employment opportunities for people beginning their careers in the financial services sector.
Our Job Opportunities will be listed on our website and in the local media. If you would like to receive notifications of these job opportunities please contact us on [email protected] or click the button below to view our current openings.