IEP Financial Ltd

Independent Financial Adviser  49 Gildredge Road, Eastbourne, East sussex, BN21 4RY
First meeting at adviser's own cost
We are Independent Financial Advisers operating across the South East providing advice to individuals and businesses tailored to their needs.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020
Meet our advisers
Ian Poysden
Chairman

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Oliver McDonald
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Graham King
Financial Adviser
Patrick Spencer
Senior Independent Financial Advisor

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Philip Ball
Mortgage and Protection Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

Stefan Olingschlaeger
Mortgage and Protection Specialist

This qualification allows mortgage professionals to become qualified in more specialist areas such as supervising in a regulated environment, alternative residential learning and customer care.

What our clients say
IEP Financial have looked after our pension scheme for a number of years. Prior to them, our concerns were that staff (both senior and junior) had little idea of where or how their money was being invested and little knowledge of how much money they had accumulated over the years. We rarely saw our advisors and when we did staff found the message garbled and difficult to understand. The IEP team are visible and present information to our team in a way that makes it easy for them to understand. They have more choice on where the money goes and are able to decide for themselves whether they’d like their money to be in a low risk or medium risk fund. They are a very knowledgeable team who certainly take every single person’s interests seriously and that’s the most important thing for us
Matt Warren, Sussex
Sarah Grinnell, thank you for your financial advice today. It is a great relief to me to have a plan arranged for our future! I am so pleased I chose you to look over the historic paperwork I have had for years & I look forward to our next meeting ! Once again thank you for your help.
Chris Adams, Sussex
Patrick Spencer and Ian Poysden have looked after my financial portfolio since I first started playing cricket. Over the years they have helped me secure mortgages, arranged my pension and investments and recently updated all of my protection and insurance policies to reflect changes within my family and working arrangements. I wouldn't hesitate to recommend IEP Financial to people looking for advice.
Mike Yardy - Ex England Cricketer, Sussex
As a Director of Rabbit Group our company has recently benefited from the professional straight talking independent financial advice provided by Ian Poysden & his team at IEP Financial through a review of our company employee benefits that we provide. As a company we were pleasantly surprised that an ongoing cost reduction was able to be achieved relating to our Group Pension Scheme. The huge improvements would not have been achieved without accepting the complimentary review from IEP Financial Services. Our experiences have been extremely positive and Ian Poysden’s extensive level of personal experience in providing financial advice both at company level and personal in our opinion makes the service beneficial to all.
Mandy Bridson, Sussex
When I was choosing my financial adviser, the key elements that were vital for me were getting good, impartial advice as well as a firm that would be proactive regarding my finances and ensuring I would get the best returns on the investments I wanted to make. I chose Ian Poysden and IEP Financial based on a personal recommendation from someone I trusted, who knew me and the service and level of professionalism I demanded. Based on the relationship with Ian to date, he hasn’t let me down. Together with the knowledge Ian and IEP bring to the table combined with their proactive ethos, IEP provide a very professional level of service and are always on hand when you need them. I would happily recommend them.
Nick Mercer - Commercial Director of Eurostar, Sussex
When it came to replacing our financial adviser, the most important factors were trust and expertise. IEP Financial and Ian Poysden were recommended to me by my son whose benefit year Ian arranged. Together with this vote of confidence and his expert running of other Sussex CCC players benefit years, it was an easy decision to make. His continued personal attention and constant availability ensure that my investments are managed in line with my attitude to risk and are very well diversified. I am pleased to recommend IEP Financial for investment advice and financial planning.
Judy Martin-Jenkins, Sussex
Tim Jones has assisted us with finding the best pension scheme for our individual requirements. He has been professional, helpful and prompt at all stages and I would not hesitate to recommend him. I was most impressed with his recent presentation to our staff and for fielding all questions that came his way. It reassured our team and time was given to each person to discuss their individual circumstances too. The advice to date has been invaluable.
Alison Rumford, the Environment Centre (tEC, Sussex
About us

We are a client focused business. We aim to tailor our business around what our clients need. Our skilled administrative team means that our Advisers are able to focus their efforts in ensuring that our clients meet their financial goals.
We try to ensure that we are there to help you, all of our initial meetings are done at our cost at place that is convenient to you, be that our offices or elsewhere.

Our services

Our financial advisers recognise that financial planning and the needs of our clients have grown more complex over time. Our range of specialist and added-value solutions have made us well known in the South East. We provide bespoke service in key areas such as mortgages, investment, pensions and taxation for both our individual and corporate clients. We are experts in workplace pension schemes, and have successfully guided many companies through their ‘staging date’ including a company with 850 employees and a Rugby League Franchise.

Where to find us
Head office address: 49 Gildredge Road, Eastbourne, Sussex, BN21 4RY
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 13th July 2020

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