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IEP FINANCIAL LIMITED

Company

IEP FINANCIAL

Telephone: 01273 208 813
B⁺ rating

ABOUT IEP FINANCIAL LIMITED

How can we help and best time to call

Abs is a DipFA qualified Financial Adviser who has recently joined IEP financial. His background is in

Who Are IEP Financial?

Based in Brighton Hove and Eastbourne 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 an enviable brand over the years and an excellent reputation for providing financial advice. Every client can be assured of high levels of service and financial expertise.

– The director at IEP and has been working in the life and pensions industry for 25 years for both insurance companies and Independent Financial Advisers. He specialises in business strategy and is responsible for the IEP client and investment propositions.

The Chairman has been an Independent Financial Adviser for 30 years and has become synonymous in Brighton and Hove for the many wealthy and well-known clients he looks after. He specialises in investments and corporate business and is responsible for all the acquisitions that the company has made.

The Managing Director advises on all areas of financial planning, including investments, life assurance & pensions. He is also a FCA regulated Occupational Pension Transfer Specialist. He also looks after both individual & corporate clients including helping large employers with Auto Enrolment.

At IEP Financial we have identified that there is a need to provide corporate clients and high net worth individuals with an increasingly higher level of expert advice reflecting the ever changing requirements of high finance.

With this level of experience, expertise and commitment to excellence; you can trust IEP Financial to meet any of your financial planning needs.

The process you must follow to ensure you implement a suitable Auto Enrolment scheme for your company or business.

IEP Financial Careers Opportunities

Careers Opportunities at IEP Financial. IEP has always maintained a commitment to continuous professional development including employment opportunities for people beginning their careers in the financial services sector.

Our business is growing fast and we are looking to recruit to join our progressive and expanding team.

IEP Financial are looking to recruit an experienced Paraplanner to join their growing business based in the heart of Hove.

The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business.

Working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.

With a competitive starting salary of £30,000 – £40,000 and other company benefits, we are looking for a committed, forward thinking and independent candidate to join our team. Knowledge of Intelligent Office would be a distinct advantage.

Paraplanning is a technical function that supports and informs the work of Advisers in all areas of finance, including pensions, tax and investment management. Your key role as a Paraplanner is to process the personal information provided by clients during a meeting with their Adviser, before researching the best solutions that meet each client’s financial needs.

It is not your role to give financial advice, but to produce letters, reports and supporting evidence for consideration. You are expected to undertake technical analytical work, which may include cash-flow forecasting and investment analysis. The paperwork is then processed with the product providers and regular reviews set up. You should keep the Adviser and the client up to date with communications as appropriate.

• Carry out research and analyse products and services that are appropriate to each client’s financial

• Develop productive working relationships with colleagues and clients throughout the financial services

duties within your skill-set and competence as the company may require.

IEP FINANCIAL – Independent Financial Adviser

We are Independent Financial Advisers (IFA) with offices in Brighton Hove and Eastbourne; Serving a variety of clients across Sussex and the South East of England.

Over the many years we have built up an excellent reputation for providing top first class level of independent financial advice to a broad range of high net worth entrepreneurs and businesses.

(IFA’s) recognise that financial planning and the needs of our clients have grown more complex over time. We have developed a range of specialist, added value financial solutions that have made us well known as an Independent Financial Adviser that provides both individual and corporate clients with a bespoke financial services in

Directions To IEP Financial

The IEP Financial office has a big black door and is located between the Paris Wine Bar and Burkitts. If you are unsure contact us on

KEY FINANCE

Year
2016
Assets
£367.46k ▲ £86.07k (30.59 %)
Cash
£271.9k ▲ £93.01k (51.99 %)
Liabilities
£370.06k ▲ £76.88k (26.22 %)
Net Worth
£-2.6k ▼ £9.19k (-77.97 %)

REGISTRATION INFO

Company name
IEP FINANCIAL LIMITED
Company number
05567803
Status
Active
Categroy
Private Limited Company
Date of Incorporation
19 Sep 2005
Age - 19 years
Home Country
United Kingdom

CONTACTS

Website
www.iepfinancial.co.uk
Phones
01273 208 813
08000 436 120
01273 325 319
Registered Address
THE OLD CASINO,
28 FOURTH AVENUE,
HOVE,
EAST SUSSEX,
ENGLAND,
BN3 2PJ

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

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LAST EVENTS

19 Jan 2017
Total exemption small company accounts made up to 30 September 2016
04 Nov 2016
Confirmation statement made on 19 September 2016 with updates
16 Jun 2016
Appointment of Mr Patrick John Simon Spencer as a director on 16 June 2016

CHARGES

30 April 2008
Status
Outstanding
Delivered
14 May 2008
Persons entitled
Hsbc Bank PLC
Description
Fixed and floating charge over the undertaking and all…

See Also


Last update 2018

IEP FINANCIAL LIMITED DIRECTORS

PROQUANTUM LTD

  Acting
Appointed
19 September 2005
Role
Secretary
Address
Prospect House, 78 High Street, Hurstpierpoint, Hassocks, West Sussex, United Kingdom, BN6 9RQ
Name
PROQUANTUM LTD

Ian Poysden

  Acting PSC
Appointed
19 September 2005
Occupation
Director
Role
Director
Age
58
Nationality
British
Address
Spatham Farm, Cottage, Spatham Lane Ditchling, Hassocks, West Sussex, England, BN6 8XH
Country Of Residence
United Kingdom
Name
POYSDEN, Ian
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Patrick John Simon Spencer

  Acting PSC
Appointed
16 June 2016
Occupation
Financial Adviser
Role
Director
Age
44
Nationality
British
Address
The Old Casino, 28 Fourth Avenue, Hove, East Sussex, England, BN3 2PJ
Country Of Residence
England
Name
SPENCER, Patrick John Simon
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

David Williamson

  Acting PSC
Appointed
16 June 2016
Occupation
Financial Advisor
Role
Director
Age
57
Nationality
British
Address
The Old Casino, 28 Fourth Avenue, Hove, East Sussex, England, BN3 2PJ
Country Of Residence
England
Name
WILLIAMSON, David
Notified On
6 April 2016
Nature Of Control
Has significant influence or control

Michelle Poysden

  Resigned
Appointed
19 September 2005
Resigned
05 April 2013
Occupation
Director
Role
Director
Age
59
Nationality
British
Address
Spatham Farm, Cottage, Spatham Lane Ditchling, Hassocks, West Sussex, BN6 8XH
Country Of Residence
England
Name
POYSDEN, Michelle

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