Epoch Wealth Management

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Every firm or individual on this list is a proper financial planning professional, worthy of your interest. Rather than repeat what’s said elsewhere, below is a client’s own words.

“Epoch’s refreshing approach to financial planning enabled me to make huge decisions with confidence. As a minority shareholder in a successful business which sold, I was concerned that I’d not made enough to fulfil my dreams. Epoch clearly showed me that not only could I retire soon, but that I could spend a significant sum on my dream home in France and remain financially secure. I couldn’t be happier with their service and would recommend them to anyone.”

Trading name: 
Epoch Wealth Management
Head office: 
Queen Square House,
Queen Square Place,
BA1 2LL, Bath
Telephone: 
01225 487772
Regions served: 
South West