Financial Review

Is it necessary?

At IEP Financial we believe all of our clients should get the most out of their money and our Independent Financial Advisers (IFAs) work hard to help them to achieve that.    We believe it is very necessary to regularly carry out a financial review on your situation to make sure that your money is safeguarded for the future and that you are getting the most out of your financial situation.

Review of your Protection Cover

People are living longer and enjoying healthier fuller lives than they did ten years ago, so it very important to look after your future.

It is therefore really important to review your protection throughout your life and at different life stages of your life.
IEP Financial offer a no obligation clear comparison quote on all your policies, at our cost.

For more information on protection please click here.

Review of your Pension Charges

According to the Financial Conduct Authority (FCA), many pension savers are paying more than twice as much in charges and fee’s as they need to.

The pensions landscape has changed significantly over the past couple of years, and many savers are missing out on vital financial information that could affect their overall pension plans for the future.

IEP Financial offer a no obligation comparison quote on all pension contracts, for both personal and company contracts, at our cost.

For more information on pensions, please click here.

Download and read one of a our free PDF Key Guides on pension and Tax planning 

If you would like us to conduct a full personal financial review and to speak with one of our local independent financial advisers contact our office

Call us today 01273 922136

or email

 [email protected] 

IEP Financial is authorised and regulated by The Financial Conduct Authority (FCA)