Bath-based Epoch Wealth Management has been awarded the Chartered Insurance Institute’s prestigious Corporate Chartered status – widely regarded as the gold standard for the financial services industry.
Epoch joins 575 other financial planning firms across the UK in being awarded chartered status, which demonstrates its commitment to delivering the very highest professional and ethical standards to its corporate and individual clients.
The firm had to satisfy demanding criteria to achieve the qualification, which also recognises its commitment to developing its staff.
Epoch offers a range of specialist support to commercial and third-sector organisations, including treasury management and investment review services, as well as traditional portfolio management for individual clients.
Epoch partner Dr Markas Gilmartin, pictured, said: “This is independent recognition of our commitment to maintaining the highest professional and ethical standards, and gives our clients peace of mind that they will receive only the very best advice at all times.”