Bath-based Epoch Wealth Management has appointed six new staff as it expands its support team to help manage growing client demand for its specialist financial planning services.
Tom King, Gemma Honeybun, Roman Moore, Lesley Kondratowicz and Jaime Long will support the senior team at Epoch, which has also appointed experienced independent financial adviser Ed Grobler, taking its total number of staff to 22.
Tom King graduated from the University of Kent with a degree in accounting and finance and is now studying for his professional qualifications with the Chartered Insurance Institute (CII). The former King Edward’s School pupil joins Epoch as an administrator.
Gemma Honeybun joins Epoch as a personal assistant having worked in the financial services industry for seven years, gaining her Certificate in Financial Planning in the process. She was previously with Bristol finance firm Citimark.
Administrator Roman Moore joins from Chase de Vere in Bath where he was an administrative assistant, having previously studied graphic design at City of Bath College. The ex-Beechen Cliff School pupil will also be working towards his CII professional qualifications.
Lesley Kondratowicz takes up her new role as a personal assistant to Epoch’s partners from Dorset-based Synergie Financial Planning where she was a senior financial administrator. She holds NVQ levels 2 and 3 in business administration.
Jaime Long, who joins as a compliance administrator, was previously with Michelmores Solicitors in Exeter, where she was risk and compliance administrator and assistant to the head of financial services & markets and risk and compliance. She has a degree in equitation science from the University of Plymouth.
Independent financial adviser Ed Grobler was previously an adviser at St James’s Place in Bristol. Prior to this the former Bournemouth University art student was a commercial finance consultant with Clifton Asset Management.
Epoch Wealth Management partner Jon Rolfe said: “We are delighted to welcome so many new faces to our fast-growing team. This latest intake forms part of our growth strategy to increase the ratio of support staff to advisers so that we can continue to offer an exemplary service to all our clients.”
Epoch 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.
Pictured, from left: Back row, Jaime Long, Lesley Kondratowicz, Gemma Honeybun. Front row, Roman Moore, Jon Rolfe, Ed Grobler and Tom King
