IEP Financial Is An Independent Financial Advisor Servicing Sussex and the South East, and in particular Brighton & Hove, Eastbourne, and Chichester/Bognor. At IEP Financial we believe that our staff are our biggest asset. Investment and protection specialists. Together with supporting staff, we are all dedicated to providing all of our clients with a high level of video service.
Over many years IEP Financial have built up an excellent reputation for providing a first class level of independent financial advice to a broad range of clients. We currently maintain a 9.5/10 TrustScore on TrustPilot from 33 independent alternative reviews. We serve a range of private clients, high net worth individuals and businesses across Sussex and the South East of England.
Over many years IEP Financial have built up an excellent reputation for providing a first class level of independent financial advice to a broad range of clients. We currently maintain a 9.5/10 TrustScore on TrustPilot from 33 independent alternative reviews. We serve a range of private clients, high net worth individuals and businesses across Sussex and the South East of England.
Services
Our aim at IEP Financial is to help each client achieve financial independence, maintain financial independence throughout retirement, and distribute their wealth in an efficient manner. We have built up a reputable brand over the years and have excellent feedback from our clients for providing financial advice.
Financial advisers provide clients with advice on financial matters, making recommendations on ways to best achieve their objectives. The role involves researching the marketplace and advising clients on the products and services available, ensuring they are aware of and understand those that best meet their needs.
We offer a range of financial services for personal wealth management clients to business and corporate financial clients. Due to the nature of pensions, both in their importance and, in most cases, complexity, we strongly recommend seeking pension advice from one of our advisers. We at IEP Financial use the whole of the market to make sure you achieve the highest possible income in retirement.
The fundamental objective with investments is to achieve an above average investment performance for a given level of investment risk. This is predominantly down to an appropriate asset allocation i.e. the split between equities, fixed interest, properties and cash. It will also be down to the charges on a contract and the fund management arrangements.
Simply put, a pension is a tax efficient pot of money that is saved throughout your working life to provide a replacement income during retirement. Recent legislative changes mean it's important to know what benefits have previously accrued. As well as assess how valuable they are. Some older pensions have little nuggets of gold such as guaranteed annuity rates and are worth keeping.
Reviews (8)
Luke Soper
Jun 18, 2021
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Tanja Lichtensteiger
Aug 23, 2019
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IEP Financial came recommended to me by friends and I am so grateful for this as I got to work with Stefan. He was on my team to sort out my latest house purchase and am incredibly impressed. 6 weeks and 5 days from offer, we have successfully moved in our forever home. Very professional and made the process efficient with excellent communication skills and was able to guide us through the journey working with our solicitors and mortgager. Thank you very much. 10/10 will recommend and work with again ^_^
Liam Conway
Jul 13, 2018
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Dealt with Stefan at IEP and his service has been second to none from start to finish, always available and quick to answer any queries that i had making the whole process seamless. Knew absolutely nothing about our options mortgage wise and Stefan managed to secure us a great mortgage deal with an ideal provider which we're very happy with - thanks Stefan!
Samantha Maxwell-Reed
Aug 31, 2017
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Very slick experience from first contact to set up of our pension enrollment. Tim came to our office and guided every member of staff through the process, put the administrators in touch with the right people and was always contactable with any query big or small. He is very knowledgeable and gave a very personal experience.
Highly recommend to others.
Highly recommend to others.
Chris Hall
Jun 08, 2017
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Nick Rivett
Aug 26, 2016
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Karin Yardy
Jul 31, 2016
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IEP Financial has always looked after our whole financial portfolio including, pension set up and transfers, mortgages, protection and our ISA's. We have regular reviews and my husband and I have always been thoroughly impressed with the speed and attention to detail displayed by the team. We would always recommend IEP to all of our friends and family.
Mike and Karin Yardy
Mike and Karin Yardy
Bill Donohoe
Jul 19, 2016
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Oliver Mcdonald of IEP Financial has been our financial advisor over the past year. We have found him to be extremely professional and knowledgeable in all aspects of his dealings with us. His advice has been clear and succinct enabling us to make informed choices and actions taken by him after any discussions and agreements have been timely and prompt. All discussions and agreements have been documented in a clear and transparent fashion and progress summarised on line for our easy access. We would be happy to recommend Oliver to our friends and colleagues.
