Meet the Team

Judith Farrall-Wilks dipPFS Certified Lifetime Financial Planner (Owner)		I utilise my skills, qualifications plus advanced qualifications in Retirement Planning, as well as Taxation and Trusts to help you achieve your aims. In addition, I am able to call on my wealth of experience from my work with large Insurance Company, Bank as a previous Independent regulated Advisor. I now take my skills and intellectual knowledge forward without conflict of product sales, to help you to plan for you and your future. To help you achieve the best life you can have from efficient use of your savings, income and skills. Most important is how to protect what you have worked hard to achieve. To achieve better life outcomes with no regrets. Financial planning is not that scary. It's a fallacy that you need lots of money to plan. So do not fear, if I can do it, so can you. Im here to help, give clarification and confidence to move forward.
Elaine Harper Office Manager		As our office manager, Elaine is first point of call for customers. She is fully qualified with Financial Planning Certificate and is now upgrading this to diploma level. Background: I met Elaine early in her career in 1997. She has followed a similar path to mine with experience of working in a support role in the Investment & Pension Company and support role for Independent Financial advice for over 20 years.
Elizabeth (Liz) Webster Accounts Manger		Liz is our accounts manager, and an important part of Epiphany team. Working from home, you rarely see her in the office. Liz has been with us since 2013 looking after the financial side of the business. Background: Liz has extensive experience with founding & running an office design business in London for many years means she is well placed to ensure our finances run smoothly.

Get in touch to have an informal conversation about YOUR circumstances

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