Investment operations and compliance manager joins Epoch Wealth Management

April 30, 2015
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Bath-based Epoch Wealth Management has strengthened its compliance team with the appointment of Alan Henderson as investment operations and compliance manager.

Mr Henderson, pictured, has been working in financial services since 2004 and has specialised in compliance matters for the last eight years. He joins Epoch from Lansdown Place Financial Management in Bristol where he was compliance manager.

Mr Henderson, who holds the Diploma in Financial Planning and is currently working towards becoming a chartered financial planner, will work closely with Epoch’s head of technical planning and compliance Duncan Watson.

Epoch founding partner Dr Markas Gilmartin said: “Alan has many years’ experience working in financial services and compliance so we are naturally delighted to welcome him to our growing team.

“He will help to ensure that our compliance systems and procedures continue to be as robust as possible so that we maintain the very highest standards of client care.”

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