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.

 

Ian specialises in investments, pensions and corporate business and as Chairman has significant involvement in the business which has seen rapid growth in recent years. As well as providing face to face advice, Ian oversees the many relationships we have with professional connections and can be seen regularly throughout Sussex supporting network events and hosting investment Dinners for our clients. Ian is an avid sport watcher and player, and a great supporter of charities in Sussex including including Dementia Support and Extra Cover (Sri Lankan Schools charity).

Ian Poysden, Chairman
 

I advise on all areas of financial planning, including investments, life assurance & pensions (personal and final salary). I look after both individual & corporate clients and pride myself on explaining things clearly so clients actually understand it – even pensions! I live in Hove, and outside work I enjoy looking after my two young daughters and doing anything sports related, especially hitting golf balls.

Patrick Spencer, Managing Director

David is a director at IEP and has been working in the life and pensions industry for over 30 years for both insurance companies and Independent Financial Advisers. He specialises in business strategy and is responsible for the IEP client and investment propositions.

David Williamson, Director

Tim has over 20 years’ experience in the financial services sector. He is qualified in investment planning, IHT mitigation, protection and retirement planning. He also advises corporate entities & company directors in particular, on Auto Enrolment legislative requirements.

Tim Jones, Associate Director

Graham is qualified to give advice across a number of areas focusing on Investment and Wealth strategys 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.

Graham King, Financial Adviser

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!

Oliver McDonald, Financial Adviser

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.

Stefan Olingschlaeger, Mortgage and Protection Specialist