IEP Financial are pleased to announce the opening of our new office in Eastbourne. Having been based in the heart of Hove for the past seventeen years, we have now appointed a dedicated Eastbourne Independent Financial Advisor to look after our clients in that area. We have strong links with both corporate and personal clients in the Eastbourne area, and are looking forward to establishing a firm presence there as our business continues to grow across the South East and beyond.
Jonathan Morgan will be taking the reins as our Eastbourne-based IFA. Jonathan is a Chartered Fellow of the Securities and Investment Institute and has previously worked in private banking for Hottinger and Co Ltd, Julius Baer, and Investec Asset Management (previously Rensburg Sheppards). Prior to this, Jonathan trained and worked as a stockbroker with city firm Killik & Co. after having completed a short service commission as an infantry officer in The British Army.
Jonathan has said that he is very excited to be heading up the IEP Eastbourne constituent and looks forward to working with the team.
Ian Poysden, Managing Director of IEP Financial, says:
“We are really pleased to be opening our office in Eastbourne, our second on the South coast. It means a huge deal to us to be taking our first steps towards expanding across the South East and I am very proud of how far the business has come. I am thrilled to welcome Jonny into the IEP family and know he will be a valuable additional asset to our existing and brilliant team.”
Contact our team
To contact Jonathan please email [email protected] or call 01273 208813.
We are also delighted that Richard Cotton has recently joined our team as a Financial Adviser based in our Hove office. Richard has worked in financial services for 15 years in areas such as complaint handling and the set-up of a new SIPP product. He has worked as a Financial Adviser for the last 9 years and has advised on all areas of financial planning such as investments, personal protections, pensions and other more specialised business protection planning as well as inheritance tax advice.
With the fast pace at which IEP Financial is growing, it has been necessary to up our administrative team and as such we are pleased to introduce William Lewry to the team. William recently joined the team after receiving excellent results in his A-Levels. Will has chosen to take a year out within a financial services setting before deciding on whether to pursue University or not. Will is currently tasked with supporting all of the Administrative team.
For more financial information like this and to sign up for our newsletter please click here
IEP Financial is authorised and regulated by the Financial Conduct Authority (FCA)