The Value of Financial Advice

Whether you’re looking to invest, buy a financial product or simply plan your spending and saving for the longer term, almost everyone could do with financial advice to some level. While financial advice is ideal for helping you to protect your assets, it’s not just for the wealthy – it can assist you in building assets and making the most of your investments, securing the future for you and your family or business.

A financial adviser will do much more than simply tell you where to put your money; they’ll look at your circumstances as a whole and advise on the best action to take. While some might wonder if this is something that can be established by oneself, realistically, independent financial advisers can find products and choices that you wouldn’t be able to access on your own. In most circumstances, you’ll use a professional because you know they’ll do the job right and the same applies with your finances.

In today’s economic state, if you’re facing decisions where money depends, advice can be invaluable. From setting up company pension schemes, planning for retirement or buying a home, there is a huge amount of trust that goes into making these crucial decisions, and professional advice can be hugely important if you don’t have the concrete knowledge yourself.

With offices in Brighton & Hove and Eastbourne, IEP Financial are independent financial experts with an aim to help each client achieve and maintain financial independence in the most efficient and bespoke way possible. Established in 2013 and with more than 60 combined years of experience from the firm’s Managing Directors alone, IEP Financial has built quite the reputation over the years by providing companies and individual clients with a first class service in financial planning solutions – from pensions and investment to protection and mortgages.

The firm said: “our Independent Financial Advisers recognise that financial planning and the needs of our clients grow more complex over time and we have developed a range of specialist, added-value solutions that have made us well-known as an IFA that provides both individual and corporate clients with a bespoke service.”

So where do they differ from other IFA firms? IEP have the ability to develop deep client relationships, with each adviser supported by dedicated teams of technical staff. All of the firm’s Financial Advisers are Diploma qualified, as are 80% of their technical support team, allowing them to support clients in the increasingly complex areas of finance that can be quite overwhelming to think about.

With a company culture that prospers on solidarity between staff and advisers that combine technical knowledge with an understanding of different clients’ circumstances and aims, the firm treats every individual case with equal importance.

Another element to the company’s union – and one that we touched upon in our last issue – is their joint desire to give back to the local community. IEP takes passion in offering a number of supporting schemes to help local projects and charities – from apprenticeships and internships to sponsorship programmes and fundraising efforts.

Just some of the charities supported by IEP over the years include that of children’s hospice Chestnut Tree House, Dementia Support and long-established Martlets Hospice – all held in high regard in Sussex. The Rockinghorse Children’s Charity, and Samaritans have also been a focus for the firm, as has The Starr Trust. IEP’s Chairman, Ian Poysden assists in personally mentoring three people who depend heavily on The Starr Trust.

Alongside regular charity support, IEP works with organisations and individuals, offering free resources on a range of financial topics, as well as running sponsorship programmes with local sports clubs.

As a huge part of their company ethos, IEP already have plans to continue supporting their local community in the most beneficial ways possible throughout 2020 – not only by raising funds and offering professional support, but by building and maintaining strong relationships with Sussex-based organisations.

Not only have IEP Financial had a positive influence on the local community; they also boast a plethora of success stories, and much of the firm’s new business comes from referrals and reviews with existing clients.

“I have worked with Ian and the team at IEP Financial for many years now. I really enjoy working with all the advisers at IEP because I can feel confident that their advice is delivered professionally and in a manner than suits each individual client,” said Richard Bates, Consultant Solicitor at Cognitive Law. “It is really important to me that my clients get the very best out of a referral and IEP Financial has never let me down.”

And while IEP cover all aspects of finance, it’s clear that their unparalleled expertise in pension schemes in particular has not gone unnoticed with their clients. Nicky Calladine, HR Director at Paladone said: “We recently took on the task of finding the right financial partner to guide us through the implementation of the Auto Enrolment Pension Scheme. The benefit of having Patrick on site, presenting pensions information to our staff and answering queries in simple terms has been invaluable.”

With a high level of experience, bespoke services and an understanding of the different conditions and needs of individual clients and their finances, it’s clear that IEP Financial bring an unmatched financial advice service to Sussex. Further information about IEP Financial can be found via their website.

www.iepfinancial.co.uk

Telephone: 01273 208813

Email: info@iepfinancial.co.uk