Adv CeMAP - Advanced Certificate in Mortgage Advice and Practice (LIBF)
chevron_up
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.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Mrs Sarah Crowley
Independent Financial Adviser
Mr Trevor Schooley
Mortgage and Protection Adviser
Mr Steve Murphy
Chartered Financial Planner
Mr Steve Murphy
Chartered Financial Planner
What our clients say
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
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
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
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
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
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
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
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
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting. Any decision to transact business is made by you on the basis
of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
