Epiphany LFP

Independent Financial Adviser  Suite 4,, Ludlow, Shropshire, SY8 1NH
First meeting at adviser's own cost
Here at EpiphanyLFP we offer friendly face to face meetings in order to create individual financial actions plans to designed to meet your financial lifestyle, after in depth discussion to understand you and your circumstances.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021
Meet our advisers
Judith Farrall-Wilks
Lifetime Financial Planner
Elaine Harper
About us

I am a experienced Financial Planner with 23 years of financial experience. Starting her career in the insurance sector with Prudential, progressing to the Banking environment with Natwest. I am a member of the Chartered Insurance Institute, Personal Finance Society and the Chartered Institute for Securities and Investment. I took charge of the current business some 18 years ago having worked through Enron and 9/11 situations and surviving the “credit crunch”. I am client service focused having promoted “Which?” in the past. It is now time for modernisation, moving the business forward in line with the changes taking place both now and future proofing.

Our services

We help MDs, business owners and private individuals by providing enlightenment in order to meet your WHY, leading to what, when, how and who for. Shaping your finances to suit YOU, your family and/or your business, especially when vulnerable due to loss, separation or unexpected change.

Where to find us
Head office address: Suite 4,, 54 Broad Street, Ludlow, Shropshire, SY8 1NH
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 10th May 2021

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We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*