The All-Encompassing Lifestyle Financial Planning Service

What We Do for You

Our Purpose

It is our purpose to help you enjoy life’s journey whilst we save you time and ££££s.    Discover your path to financial freedom – your “AhHa / Epiphany moments”. When it all makes sense.  

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 you to grow especially during those difficult shifts in life.

You do not have to have lots of money, our aim is to make efficient use of your income and or capital to create treasured memories and contentment.  We do not sell products, we guide you to make better use of what you have, giving you the benefit of our qualified knowledge.

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 take away the stress managing your finances and to have your financial affaires sorted. To answer those all important questions, to help you clarify the right decision, 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 planning and what it is for.  Alternatively, you may wish to formulate your own planning. Again, we can help with the technicalities that you may wish to clarify or provide a qualified second opinion.

Our Mission Statement

Creating measures to achieve life satisfaction.  A dream is a Plan, a Goal is a Wish, until actioned. Our mission is to action those dreams and goals to live the best life possible with the time and money that you have.

Enjoy our videos that provide further information  about our lifetime planning services.

We look forward to hearing from you