Eppione Private Clients is part of the Eppione group. Eppione offers corporate financial planning solutions to businesses and organisations all over the World. They also provide a market leading online HR platform allowing businesses and other organisations manage their employee benefits, payroll, training and much more.
The missing piece was the private client team with Dermot O’Connor and James Melhuish coming onboard at the end of 2019 to meet this gap in our expertise.
Despite everything that 2020 has thrown at us, this has been a year of rapid expansion for the private client team working collegiately to offer our clients a comprehensive service built around our Lifetime Cash Flow model.
The team would not function without Grace who runs the office with efficiency and attention to detail. Grace is also progressing towards adviser status and will join the advisory team when fully qualified. Technology plays a key part in the running of the business and we can interact with clients remotely all over the world safely and securely.
We look forward to working with you to build your financial plans adding real value and providing a ‘safe pair of hands’ on a vital area for managing your lifestyle.