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).
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.
I am a young driven adviser, that takes pride in the work I do for my clients, and take the time out to get to know them well. I am qualified to advise on all areas of financial planning including investments, life assurance & pensions. I look after both individual & corporate clients and my aim is to provide realistic solutions to everyday financial matters. Outside of work I would rather spend my time somewhere in the Caribbean on the beach, but when I can't make it there, I'm quite happy beating a couple of friends to a pool tournament at the local snooker club. Feel free to be in touch with me to have an initial chat and to see if I can help.
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!