Bath-based Epoch Wealth Management has been named one of the UK’s top 100 financial planning firms for the third consecutive year.
Epoch is once again included in New Model Adviser’s annual list of the country’s best independent financial advice firms. This puts Epoch in the top 10% of financial advisers nationally.
The New Model Adviser Top 100 is calculated by using a range of measures, including revenue and recurring income levels, professional qualifications and commitment to developing the profession.
Epoch managing partner Barry Newbury said: “We are really proud to have been ranked amongst the best financial planning firms for a third year in a row.
“The fact that we have been included several times now does not diminish the sense of achievement we feel and recognises the continued hard work and professionalism of all our staff.
“This independent endorsement of our business also demonstrates our strong commitment to giving our clients the best possible service and advice.”
Epoch 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.
Pictured, from left: Epoch partners Jon Rolfe, Markas Gilmartin and Barry Newbury
