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
About
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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.
Careers With IEP Financial
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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.
Financial Services
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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.
Investments
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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.
Pensions
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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.
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