The Team at IEP Financial
At IEP Financial we believe that our staff are our biggest asset. Our team of Independent financial advisers, mortgage, pension, Investment 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.
Graham is qualified to give advice across a number of areas focusing on Investment and Wealth strategies and Inheritance Tax including Generation Planning and Retirement Plans. He joined the team with experience gained over the last 30 years in the financial sector.
Stefan is our Mortgage, Equity release and protection specialist. With over 16 years’ experience within financial services & is Cemap & Cefap qualified. He has worked as personal banker, a financial consultant & now uses his expertise to focus on mortgages, equity release & protection.
Oliver provides financial advice relating to Investments, life insurance, Inheritance Tax planning and is an expert on personal & corporate pensions including Final Salary schemes. He is highly qualified having attained CeFA, DipFA and AwPETR. Outside of work, Oliver enjoys spending time with his young family, competes in triathlons and enjoys skiing as much as possible!
Sarah joined IEP in 2018 having spent 2 years as a financial adviser in the banking sector and prior to that was a Private Client Stockbroker in London. In her spare time, Sarah loves being in the outdoors, traveling to new places and as a keen cook is always looking for new recipes to try.