We offer different services based on the level of guidance/service applicable to your decision making/dilemmas:
Our aim is for you to be in as much control of your financial life as you are comfortable with. We are here to help answer your questions and/or keep you up to date with ongoing financial issues as they happen. All to maximize your lifestyle to its fullest. Money is the tool to achieve this . We can help identify what you want your life/retirement to look like. To this end we offer sherpa style guidance options to compliment your life’s plan as follows:
| SERVICES |
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| First Spark |
| Every great journey begins with a spark. You are at the start of your financial planning journey or you want to check you are on the right path. Will I be alright? Do I have enough to achieve my desired lifestyle? We analyse your income, savings, investments, and pensions to forecast your financial future, empowering you to make smarter decisions today for a comfortable tomorrow while illuminating your path in financial and lifestyle planning. |
| Path of Light |
| You may have encountered a life changing event, eg career change, bereavement, divorce, downsizing, retirement, complex tax issues, prepare for WhatIfs, or would like to have a clearer path forward of how to maximise your money to fit your lifestyle. Your personalised action plan eliminates guesswork and stress, ensuring you achieve security and contentment lighting the path ahead. We provide a complimentary consultation of up to 90 minutes to evaluate if we can help before proceeding. Why not book an appointment today? Contact Us |
| Full Glow |
| You are actively in control of your own financial planning decisions to suit your lifestyle. You understand what you have and how it works for you, however, occasionally, an agonising/nagging question looms large that you are unsure how it impacts on your planning. For clarity and confidence to proceed, you would like confirmation from an expert (a qualified second brain) input to ensure your financial success continues to shine brightly for years to come. Contact us to book in a call/zoom to ask your question: Contact Us |
| Enlighten Programme |
| Knowledge-based services deliver real-time economic, legislative, and budgetary news, often providing pre-media reporting, alongside planning hints, tips and Insights. Often with case studies. Coming in November (indicative cost £4.99 pm no tie in) Through our Academy of Life Planning (AOLP) membership, we provide access to up to 20 private tools designed to assist with your personal planning. These resources aid in: better income and expenditure management, suggest ways to generate extra income by leveraging your talents, offer guidance on contracts, scam prevention, document storage, gifting records, pension inquiries, and dispute resolution. All features and your data remain, your property, strictly private. For expert advice or a second opinion, we are available to help; please email us at lfp@epiphanylfp.com. |
For your next step to freedom and financial success, please click the link below
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Enlighten Programme
£15.00 Add to basket
First Spark
£200.00 Add to basket
Full Glow
£50.00 Add to basket