Eppione Private Clients

Financial advice and lifetime cashflow planning for individuals and families in the UK

London, United KingdomFounded 2019eppioneprivateclients.com Website technologies

Highlights

New on EvolcAdded 2026-10-28

About Eppione Private Clients

Eppione Private Clients provides personal financial advice, including lifetime cashflow modelling, wealth management, retirement planning, generational planning, family and personal protection, mortgages and equity release. Its advisers build goals-based financial plans using in-house planning software and an online client portal.

The firm serves individuals and families. Clients complete an online fact-finding process, then an adviser helps set goals and models scenarios before the plan is implemented through the client portal with digital signatures. The company is part of The Eppione Group, which also includes Eppione Insurance Broking and Eppione HR Technology.

Eppione Private Clients Ltd was founded in 2019 and is registered in London, United Kingdom. The site lists Dermot O'Connor as Head of Private Clients, James Melhuish as Adviser and Neil Fallon as COO and Co-Founder.

Product: Personal financial advice and planning services, including lifetime cashflow modelling, wealth management, retirement and protection planning, supported by proprietary planning software and a client portal.

Jobs at Eppione Private Clients

No open positions listed right now.

Leadership

Neil Fallon · COO & Co Founder
Source: company website
Dermot O’Connor · Head of Private Clients
Source: company website

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