Bath-based Epoch Wealth Management has been shortlisted for the title of Tax and Estate Planner of the Year in a prestigious sector-focused national award scheme.
The firm, a fast-growing provider of specialist investment and tax planning services, is one of just eight finalists competing for the accolade in the 2015 Investment Life & Pensions Moneyfacts Awards.
Now in their 14th year, the awards recognise companies that have excelled by delivering outstanding products and service over the previous 12 months. 
To reach the final Epoch underwent rigorous assessment and had to provide evidence of its ability to deliver award-winning service.
Shortlisted companies will be judged by a panel of industry experts and the winners announced at a glittering awards dinner at the Lancaster London Hotel on September 15 hosted by comedian Tim Vine.
Epoch founding partner Dr Markas Gilmartin, pictured, said: “To have been shortlisted for this coveted national award is a great achievement and reflects all the hard work and professionalism of our team.
“It recognises our commitment to providing the very best quality advice to our clients and to helping them maximise and protect their hard-earned wealth for their families.”
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.
It is ranked one of the UK’s top 100 independent financial advisers by New Model Adviser and has been awarded prestigious Corporate Chartered status by the Chartered Insurance Institute (CII).
