Financial Services In Brighton

Investments

The fundamental objective with investments is to achieve an above average investment performance for a given level of investment risk. This is predominantly down to an appropriate asset allocation i.e. the split between equities, fixed interest, properties and cash. It will also be down to the charges on a contract and the fund management arrangements.

Pensions

Due to the nature of pensions, both in their importance and, in most cases, complexity, we strongly recommend seeking pension advice from one of our advisers. We at IEP Financial use the whole of the market to make sure you achieve the highest possible income in retirement.

Life Insurance

The common starting point for most people when they consider personal protection against unforeseen events and circumstances is life insurance. This is generally the cheapest type of cover available and if a death occurred it would lessen the financial impact on the life assured’s family.

Corporate Advice

At IEP Financial we understand from years of experience that when you’re running your own business you need financial advice that will identify and deliver financial solutions expediently. Whether it’s organising your corporate protection or setting the right...

Mortgages

Buying a house is normally your single biggest financial commitment and making the right decision will save you money. However, before you can purchase a house you first need to achieve a mortgage offer.

 
IEP Financial Services

Whether it’s deciding where to invest your money or preparing your workplace for auto-enrolment. At IEP Financial we recognise that everyone’s financial requirements are different. That’s why we offer a wide range of financial products and financial Services which are suited to your individual needs. From personal finance to managing your business, we can help you along the way.

Our financial experts have got every base covered. IEP’s local financial advisers are among the most highly qualified in Brighton & Hove and the wider South East.

Like any key buying decision in life, it is essential that the choices you ultimately make are based on advice drawn from the most thorough industry assessment, understanding and insight. This fundamental requirement is something our clients are able to take for granted.

It’s difficult to put a value on peace of mind, but we know that it means a great deal to the people we help and look after.

Transparency

Our clients recognise the value of good financial advice and understand that advice is not free. All of our services can be paid for by way of a fee, and you will always be aware of our charges prior to work being undertaken. All our charges are explicit with no hidden charges within our services.

Client Focus

Our clients are at the centre of what we do, and as independent advisers we focus on tailoring a financial plan that reflects your specific needs.  

Solutions

Our financial advice is centered around solutions rather than products. Our financial planning advice aims to deliver the best financial outcome for our clients for their given circumstances.

Service

We believe that the strongest relationships are supported on a face-to-face basis. We provide a team of specialist financial advisers with dedicated back office support staff and expect to be proactive, informative and professional. As an independent business we act solely for our clients and recognise that we as a firm will only succeed if we deliver on our service promises and assist clients in achieving their financial goals.

Long-term Relationships

Financial plans are ‘living’ and evolve as your aims, goals and situations change. We focus on building a long-term relationship with our clients and stress the importance of ongoing review and planning.