William Lewry
Financial Adviser
William Lewry
Financial Adviser
Specialises in: Everything; Investment advice, Pensions advice, Retirement Planning, Financial Protection, Mortgages & Business Planning
Qualifications:
CII Level 4 Diploma in Financial Planning, CII Level 3 Certificate in Mortgage Advice & Working toward Chartered Status
Experience
I am an Independent Financial Adviser at IEP Financial and have been in the Financial Services industry since 2016. Financial planning is about ensuring your finances are aligned with your needs, values and objectives. I believe that a good financial plan should be simple, build confidence and ultimately lead to a better standard of living.
My clients are up and down the country and I look after small and large businesses, high net-worth individuals and those looking to start their financial planning journey.
Personal Interests
Travel, Golf, Cricket, Football, Food, Fitness
Good morning, I'm Ian Poysden, Chairman of IEP Financial. I live on a small holding in Ditchling with my wife Michelle. I have two children, Joshua and Zoe.
I've been at IEP financial since the beginning. We actually were called Allfield Financial Group and we rebranded six years ago.
I'd like to think that both myself personally and the business are approachable and personable to our clients and that we do our best to decipher some of the jargon that exists in the financial services industry.
I really enjoy getting involved with the local charities in Brighton and Sussex surrounding areas. We've worked with many different ones; Dementia Support, Martletts, Chestnut Tree and at the moment we're working quite closely with The Starr Trust.
I've always enjoyed following the stock market and other asset classes, trying to interpret that for our clients in a way that they can understand and trying to ensure that they're linked to the client's level of risk, which over time changes.
It's really natural that in our early years, we probably don't care too much about the level of risk we're taking. But when we move closer to retirement, we probably want to protect that and look after that in a slightly more orderly and safe fashion.
I really enjoy working with out clients to find out their dreams and aspirations and to achieve really good outcomes for them. In addition to that, the ongoing review process, everything changes in life and client reviews are an essential part of that. As people's children get older, people move into pre-retirement and then latterly into post retirement.
I really enjoy my golf and cricket. I'm getting a bit old to play cricket, but I'm just about hanging on in Ditchling Second Eleven. It's over 20 years now that we've sponsored Sussex County Cricket club. We also sponsor 4 or 5 clubs at amateur level.
I really enjoy the people that I work with, specifically I really enjoy our Christmas Party every year where everyone can let their hair down a little bit.
I really enjoy my smallholding at home. If you've had a particularly tough day and you sit down with a couple of pigs on the farm, they don't care that you've had a bad day, and they'll just have a little nibble of your toes.
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