Redundancy & Retirement Planning
Dealing with redundancy and taking early retirement.
Lifetime Cashflow
With retirement target in mind.
VCT & EIS Investment
Experienced Investor solution.
Critical Illness
Preparing for the worst.
Life Cover
Looking after those left behind
Equity Release
Releasing equity to suplement income.
Alistair
“After having had bad experiences with Financial Advisors I was a little skeptical of the offer of financial advice through Eppione. I should not have worried; the service has been faultless. Never in my time (over 25 years) of dealing with financial advisors have I felt that I was having a meaningful conversation about the…
Hayley Carpenter
“My husband and I have known James for a number of years now and his first visit to us was to organise our Pension Plans. On a separate visit from James, he advised that we should consider Critical Illness, in case anything was to happen to either of us. Unfortunately, in 2019, I was diagnosed…
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How we work
01
Gathering data
The basis for any advice is a fact find, but don’t worry, we don’t waste time or charge you for this process. Use our online fact finding tool to give us all the relevant financial data and provide us with all necessary documentation for our adviser to give an indication of the help we can provide.
02
Planning
An interactive planning process will then start giving you the opportunity to set specific goals and using the lifetime cash flow modeling tools to visualise your financial plan on screen making sure you have covered all the necessary what if scenarios
03
Implementation
Once the plan has been agreed, leave it to us to start this for you. Using our online client portal to securley and safely send information and receive information and forms with digital signatures to ensure quick and efficient implementation.
04
Results
Results are visable at all time on our client portal. Update your data as your timeline changes make sure your plan is on track and allow our team to service you when you need.