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 POYSDEN
Chairman

PATRICK SPENCER
MANAGING DIRECTOR

DAVID WILLIAMSON
DIRECTOR

Independent Financial Advisers (IFA)

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

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

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

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