Bath wealth management firm one of 75 in the country to be awarded prestigious accreditation
Epoch Wealth Management has achieved the status of an Accredited Financial Planning Firm from the Institute of Financial Planning (IFP).
Epoch provide specialist investment and tax planning services. The company offers portfolio management for individuals and specialist investment and tax planning for clients who include businesses, charities and trusts.
The only independent financial adviser in Bath to be recognised, Epoch has now joined the top one per cent of the UK’s financial planning firms in receiving the award.
Epoch founding partner Markas Gilmartin said: “Accredited status is awarded to a very small minority of firms nationally so we are naturally delighted and proud to join this exclusive group of leading independent financial advisors.
“It is further external recognition of our commitment to providing the very highest standards of service to all our clients.
“It means people can be confident that they are receiving the best possible financial advice to help them achieve their goals in life.”
In order to win this reward, Epoch had to meet the strict IFP’s criteria requiring them to provide comprehensive financial planning services and a clear fee structure to their clients. They also had to demonstrate their commitment to the IFP’s professional code of ethics and practice standards; this includes having highly qualified and trained advisers.
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