The All-Encompassing Lifestyle Financial Planning Service

Mission & Purpose

Our Mission

Creating measures to achieve life satisfaction.  A dream is a Plan, a Goal is a Wish until actioned.

Our Purpose

Whilst financial well being is essential, it is just one part of the puzzle.  It is crucial that it interacts with and aligns with other aspects of life such as relationships, health, work and community. Bringing primarily security, reduces stress and gives confidence and clarity to all aspects enabling them to grow especially during those difficult shifts in life.

Here at Epiphany LFP  we aim to provide personal friendly face to face meetings  to discuss your plans in order to understand your drive, with the aim of  helping you shape your finances to suit You, Your family and/or Your business.  To answer those all important questions, especially when there is a shift in life which may be  due to loss, separation or unexpected change at whatever stage or age you are in life. We also offer assistance in listening to, addressing, comparing and finding the answer to any financial scenario or ‘what if? so that you understand your plan and what it is for.  You may wish to do your own plan.  We are able to offer empowerment and resources to meet your aim.  Discover your plan – your AhHa “moments”.