Financial Services From our Experts
Serving clients from our offices in Brighton & Hove and Eastbourne
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We offer a range of financial services for personal wealth management clients to business and corporate financial clients.
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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.
Read More Request fees infoThe 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.
Read More Request fees infoBuying a house is normally your single biggest financial commitment and making the right decision will save you money. However, before you can purchase a house you first need to achieve a mortgage offer.
Mortgage lenders will use an affordability calculator that will factor in your income and outgoings. Any other credit commitments will reduce the amount they will be prepared to lend.
Read MoreDue to price rises in property the amount of equity in your home could be significant, and provide an option for releasing a capital sum.
Read MoreIt takes just a few minutes to compare life insurance quotes with IEP Financial. We can search a large variety of life insurance policies to find you the best deal.
Types of cover include; Life Insurance, Critical Illness Cover, Mortgage Protection and Income Protection.
Read MoreMy business needs help with...
Auto Enrolment applies to virtually all employers; even those with only one employee and employers must contribute to these pension schemes.
The Pensions Regulator can issue fines to businesses who do not adhere to the legislation or who miss their staging date. All employees must be enrolled, but they do have the option of opting out of the scheme.
Read More Request reviewDirectors in particular must make sure that they have sufficient cover in place to look after their families and also ensure that ownership of the business or company is not contestable.
There are a number of different steps and measures you can take to protect your business and employees. These range from complex forms of financial planning to life assurance and medical schemes.
Read More Request fees infoKey person protection is an excellent way to for a company or a business to protect themselves against anything happening to important fee earners or those with specialist expertise. The financial effects of losing this type of employee can be significant & with the right cover in place the impact can be greatly reduced.
The type of protection policy you choose will depend on the specific person and the circumstances involved.
Read MoreRelevant life works on a single life basis & as such works well for small businesses that want to offer life assurance benefits, but do not have enough employees to qualify for a registered group scheme.
There are other benefits as well. Unlike a registered group scheme these policies do not affect the amount you can contribute to or accumulate in your pension scheme.
This is particularly useful for high earners who may exceed the lifetime pension allowance.
Read MoreMany companies and businesses do not have sufficient protection policies in place to cope with the death or serious ill health of a director or shareholder.
Shareholder protection involves life cover on the shareholders and business owners to the value of their stake in the business. It requires a cross option agreement.
We encourage all companies to review their shareholder protection arrangements. There are a number of reasons for doing so.
Read MoreReviews
"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!"
- 5★ Rating by Liam on:
"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."
- 5★ Rating by Samantha on:
"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."
- 5★ Rating by Bill on:
"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"
- 5★ Rating by Karin on:
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