News: IEP Opens Eastbourne Office

Posted on 7th December 2016

IEP Financial spreads its wings across the South East

IEP Financial are pleased to announce the opening of a new office in Eastbourne last week. Having been based in the heart of Hove for the past seventeen years, IEP Financial has now appointed a dedicated Eastbourne Independent Financial Adviser to look after clients in that area. We have strong links with both corporate and personal clients in the Eastbourne area, and are looking forward to establishing a firm presence there as the business continues to grow across the South East and beyond.

Jonathan Morgan will be taking the reins as our Eastbourne-based IFA and will be located at 49 Gildredge Rd, Eastbourne BN21 4RY. Jonathan is a Chartered Fellow of the Securities and Investment Institute and has previously worked in private banking for Hottinger and Co Ltd, Julius Baer, and Investec Asset Management (previously Rensburg Sheppards). Prior to this, Jonathan trained and worked as a stockbroker with city firm Killik & Co.

About IEP Financial

IEP Financial are Independent Financial Advisers (IFA) serving clients across Sussex and the South East.

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

We are committed to offering appropriate and unbiased independent financial advice to all our clients and are authorised and regulated by the Financial Conduct Authority (FCA).

Our Independent Financial Advisers 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 solutions that have made us well known as an Independent Financial Adviser (IFA) that provides both individual and corporate clients with a bespoke service in key areas such as pensions, investments, protection and mortgages.

 

To contact Jonathan please email jonathan.morgan@iepfinancial.co.uk or call 01273 208813.

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Testimonials

"“Sutton Winson have been members of the BHBPA for around 7 years. We have found it a great way to keep in touch with Burgess Hill businesses and to meet with likeminded people. It’s not just another “networking” group, as it tackles the real issues and gets things done”"

Bruce Millington, Manager
(Sutton Winson Ltd)

"“I can’t speak highly enough of the BHBPA. As a small local business we feel very much part of a community and thoroughly enjoy the annual exhibition and meetings throughout the year. Over the years we have built fantastic working relationships with many BHBPA members and every meeting and event offers us opportunities to work with more. This is networking at its best! ” "

Judi Arditi, Director
(Travail Employment Group)

"As the local hospice for the area, it’s great that we receive so much support from the BHBPA. Last year the members raised an amazing £2150 through activities such as Bake Off and the BHBiz Awards. Each well planned members meeting enables good networking opportunities and speakers that are relevant to the present climate and local issues. We are proud to be members of BHBPA."

Wendy Agate, Community Fund Raising Manager
(St Peter & St James Hospice)

"“I have belonged to this group since I started my own business, Lea Graham Associates, in 1986. The association has been through several incarnations since then, but its most recent one, BHBPA, is by far the best.

It’s much more than just a networking group, although it is supremely good at that too. BHBPA is inclusive and friendly and acts like a mutual-support society. The events are stimulating, worthwhile and often great fun and I believe most members share this opinion.”"

Susan Fleet, Managing Director
(Lea Graham Associates)