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location pinBrighton & Hove

David Felton

Administrator

experience

I joined IEP in June 2023 as an Administrator and working closely with IEP’s Managing Director Patrick. I provide administrative support for the team focusing in all areas of financial planning.

I have worked for over 4 years in financial services giving administrative support as well as paraplanning for some part of the role. I have also worked in an administrative capacity, dealing with all areas of Financial Planning from ISA’s, Pensions, QROPS, QNUPS and SSAS. One of the highlights of when I worked for Skandia was when I worked on the original Bananarama’s pension, and they came to the office to sign some paperwork.

personal interests

I love music and have been to many concerts the latest was Beyonce’s Renaissance Tour at Tottenham Football Stadium in June 2023.

I am an avid runner and done 2 Brighton Half Marathons where my best was 2 hours 28 minutes.