Bath-based Epoch Wealth Management has been named among the UK’s Top 100 independent financial advisers for the second consecutive year.
The firm is included in the influential list compiled by New Model Adviser, which places Epoch within the top 10% of the nation’s financial advice firms. Epoch is one of only nine firms in the South West to make the list. 
The New Model Adviser Top 100 is calculated by using a range of measures, including revenue and recurring income levels, superior industry qualifications and commitment to developing the profession.
Epoch founding partner Dr Markas Gilmartin, pictured, said: “To be included in the UK Top 100 for the second year running is a fantastic achievement and endorses our belief that providing proper financial planning to clients is the best path to having a profitable and sustainable business.
“The accolade is not just about revenues and profitability, as important as they are. Inclusion in the Top 100 is independent recognition of our commitment to ensuring our clients receive the best possible solution to meet their lifetime goals, as well as continuing to develop our team’s technical and industry knowledge.”
Epoch specialises in investment and tax planning services and 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.
Its specialist financial services include cashflow management, inheritance tax planning, investment portfolio construction, retirement and pension planning, tax mitigation, family and mortgage protection, and business protection.
The firm has been awarded prestigious Corporate Chartered status by the Chartered Insurance Institute (CII).
