Bath-based Epoch Wealth Management has been awarded the title Adviser of the Year 2014 for the South West region by respected industry magazine New Model Adviser.
Epoch beat off competition from four other shortlisted firms to win the prestigious award at the New Model Adviser Conference in London. This followed an extensive vetting process by leading industry experts who judged Epoch against a set of demanding criteria.
The award recognises the impressive technical skill of all Epoch’s staff, its charging approach which favours ongoing fees rather than upfront charges, and growth in turnover and profitability.
The award also acknowledges Epoch’s high-quality client proposition and communication, and its contribution to the financial planning profession, not least through its evolving work in the charities sector. 
This latest accolade comes weeks after Epoch was awarded Corporate Chartered status by the Chartered Insurance Institute, which is seen as the gold standard for the financial services industry.
Epoch partner Jon Rolfe, pictured, said: “This is a great honour for Epoch, which although a relatively young business has secured an impressive range of financial services expertise within its team. The award recognises Epoch’s talent, ethos and professionalism, whilst also acknowledging our strong and sustainable business model.
“To have been shortlisted for such a prestigious award at only our second attempt is worthy of note, but to win it is a fantastic achievement and gives our clients independent assurance that they are in very safe hands.”
Epoch, which also has an office in London offers services ranging from traditional portfolio management for individuals to specialist investment and tax planning for corporate clients including businesses, trusts and charities.
