Epiphany LFP
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.
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.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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