Epoch Wealth Management

Epoch Wealth Management offers a full spectrum of financial planning services to private and corporate clients, owner managed businesses, trusts and not-for-profit organisations.

Services:

• Family & Mortgage Protection
• Business Protection
• Treasury Management
• Retirement & Pension Planning
• Estate Planning
• Investment Portfolio Construction
• Investment Strategy Review
• Professional Relationships
• Discretionary Fund Management

Epoch’s Mission:

Understand Better – We’ll take time to understand your personal aspirations, financial circumstances, attitude to risk and motivations. We will also ensure you understand what we can and cannot do for you. This stage is crucial.

Plan Better – Utilising the full breadth of expertise within Epoch including Investment Management skills, technical and administration skills, we’ll create the best and most appropriate planning strategies to meet and hopefully exceed your expectations.

Communicate Better – We will aim to communicate in a way which demonstrates our understanding of your needs and explains the principles of our planning in as straightforward a manner as possible. We truly want our clients to engage in the planning work, allowing us to do the legwork but making sure you understand why we are doing it.

Support Better – Many firms offer the world and deliver somewhat differently. Epoch aims to exceed your expectations in respect of the way we support you. We will always keep in touch to make sure there are no unwanted surprises which could derail your planning. We are, however, realistic about the often complex world of financial planning. Sometimes things may go wrong but we will do everything we can to ensure any mistakes are rectified and their impact is minimised.

For any further information or to discuss your requirements, call Epoch Wealth Management on 01225 487772