Hopes of second time lucky for wealth managers Epoch in national finance awards

May 19, 2017

Bath-based Epoch Wealth Management has been shortlisted for a prestigious national finance industry award for the second year running.

Epoch is one of only eight finalists competing for the title Adviser Firm of the Year at the Money Marketing Awards 2017.

The awards recognise the leading firms in the financial services industry and the excellent results they deliver for clients.

Shortlisted firms undergo intensive judging by industry experts on a range of measures including client service, turnover and profits, and technological innovation.

Epoch managing partner Barry Newbury said: “These are the premier financial services awards which celebrate the industry’s top advisers, so we’re very excited to have been shortlisted once again.

“This is independent recognition of the high-quality financial planning advice that we provide to help our clients achieve their ambitions in life. We hope it will be a case of second time lucky for Epoch.”

Fast-growing Epoch Wealth Management provides bespoke financial planning services to high net worth private clients, entrepreneurs and charities.

The Money Marketing Awards 2017 winners will be announced at a special ceremony at The Artillery Garden in the heart of London’s financial district on June 22.

Pictured, from left: Epoch partners Markas Gilmartin, Garrett Cotter, Jon Rolfe, Gareth Rees and Barry Newbury




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