IEP Financial Ltd
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
Pensions & retirement
Annuity purchase
Auto enrolment
Pension consolidation
Pension drawdown
Pensions & divorce
Pensions & retirement planning
Pensions review
Pensions transfer
SIPPs
Stakeholder
Mortgages
Bad credit
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
Buying overseas
Equity release
Flexible mortgages
High loan to value
Next home / Remortgaging
Right to buy
Self-employed mortgages
Financial planning
Wealth management
Investments
Ethical investments
ISA / Unit Trusts / OEICs
Investing for income
Investment trusts
OEICs
Offshore investments
Socially responsible investments
Traded endowment policies
Unit trusts
Savings
Lump sum
National savings
Regular savings
Savings for children
School fees planning
Insurance & protection
Critical illness
Income protection insurance
Life insurance
Tax & trust planning
Capital gains tax
Estate planning
Income tax
Taxation planning
Business
Commercial mortgages
Corporate pension
Employee benefits
Group ISA
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Group risk
Long Term Care
Long term care
FCA authorised
Last authorised 8th August 2022
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
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.
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.
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.
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.
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.
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.
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: 119 Church Road, Hove, BN3 2AF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
-
Telephone
-
Online (Live chat, video, email)
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Face to face
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
FCA authorised
Last authorised 8th August 2022
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We believe that aligning values and wealth protects families for generations, which is why we help to create legacies that shape and leave a better world.
Professional and independent investment and pension management services.
I help my clients make best decisions about money and provide personal Financial Planning tailored to their financial goals. I aim to build long term relationships to provide guidance, reasurrance and adapt to any changes in circumstances.
Every client is unique, and so the approach is entirely personal; the aim is to get to know each individual and understand what’s important to them.
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