Your financial success, made simple
At IEP Financial, we pride ourselves on being a reliable and knowledgeable independent financial advisor, serving Sussex and the South East of England, particularly Brighton & Hove, Eastbourne, and Chichester/Bognor. With over many years of experience, we have built a reputation for providing exceptional, bespoke financial services to our clients.
Our Services
Our team of expert financial advisors delivers a comprehensive range of services, including investment, pension, life insurance, business protection, and mortgage advice. We believe that a tailored approach is essential to suit each client's unique needs and goals. Our services cater to private clients, high net worth individuals, and businesses, ensuring that our clients receive personalized attention and expert guidance.
Investments
We offer expert investment advice, helping you grow your wealth over time. Our team has extensive knowledge and experience in selecting the right investments to suit your risk tolerance, goals, and financial situation.
Pensions
Our pension guidance helps individuals and businesses make the most of their pension schemes. We provide expert advice on pensions, including personal and workplace pensions, ensuring that you receive the best possible returns for your retirement.
Protection
Our protection services help individuals and businesses protect their loved ones, businesses, and financial assets. We offer life insurance, income protection, critical illness cover, and business protection to name a few.
Mortgages
We provide expert mortgage advice to help individuals and businesses secure the best mortgage deals available. Our mortgage services include residential mortgages, buy-to-let mortgages, and commercial mortgages.
Business Services
Our business services cater to entrepreneurs and business owners, ensuring that their financial affairs are in order. We offer auto-enrolment, key person protection, relevant life cover, and shareholder protection, among other services.
Our Team
At the heart of our success lies our dedicated team of financial advisors, mortgage specialists, and supporting staff. We are committed to delivering exceptional service, expertise, and personalized attention to all our clients.
TrustScore
We take pride in our excellent TrustScore, with a rating of 9.5/10 on TrustPilot from 33 independent reviews. This achievement reflects our commitment to excellence, transparency, and unwavering dedication to our clients.
Get in Touch
Whether you prefer to call, email, or send an online inquiry, we are always ready to assist you. For more information, please visit our website or contact us at 01273 208813.
Excellent Service and Professionalism
The reviews highlight the exceptional service and professionalism provided by the advisors at IEP Financial. The clients appreciated the prompt responses to their queries, guidance throughout the process, and personalized attention received.
Advisors' Knowledge and Expertise
The advisors, including Stefan, Tom, Trevor, Alison, Oliver, and Tim, were praised for their extensive knowledge and expertise in their respective fields. They were able to provide clear and concise advice, making it easier for clients to make informed decisions.
Efficiency and Timeliness
The reviewers were impressed with the speed and efficiency of the services provided. From sorting mortgages to setting up pension enrollment, the advisors ensured that the processes were smooth and completed within a reasonable timeframe.
Communication and Guidance
The clients appreciated the excellent communication skills of the advisors, who kept them informed and guided throughout the process. They were readily available to answer questions and address concerns, making the clients feel at ease.
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