New era for wealth management firm Epoch as it moves to larger offices

April 24, 2015
By

Bath-based Epoch Wealth Management has moved into new offices to accommodate its fast-growing team of financial specialists and support staff.

The firm – recently named one of the UK’s top 100 independent financial advisers by industry magazine New Model Adviser – has relocated to Queen Square House, in Queen Square Place, from its former base at The Tramshed off Walcot Street.  

The 2,910 sq ft office has been transformed with bespoke furniture including shared work benches for Epoch’s team of 20 staff and four partners.

The open-plan office also includes a library, kitchen, shower room and glass-walled meeting rooms, plus the latest in wireless and multi-screen technology for flexible working.

The new office provides Epoch with nearly 70% more floor space to accommodate further growth.

The firm offers a full spectrum of services ranging from traditional portfolio management for individuals to specialist investment and tax planning for corporate clients including businesses, trusts and charities.

Founding partner Markas Gilmartin said: “Our new Bath office reflects our ethos and values of offering transparent and clear financial advice, and shows we are a growing and successful business.

“As well as accommodating our existing staff in some comfort, there is also plenty of room for future expansion so we see this as our base for many years to come.

“Our new HQ also includes vastly improved facilities for clients – including more comfortable seating and meeting rooms – and improved communications for a seamless and professional experience.”

Pictured, from left: Epoch partners Jon Rolfe,  Markas Gilmartin and Barry Newbury in the firm’s new office

Comments are closed.

ADVERTISE HERE

Reach tens of thousands of senior business people across the Bath area for just £75 a month. Email info@bath-business.net for more information.