Bath-based Epoch Wealth Management has been shortlisted for Tax and Estate Planner of the Year in the 2015 Investment Life & Pensions Moneyfacts Awards.
The firm, which is a fast-growing provider of specialist investment and tax planning services, is one of just eight finalists in the running to win the prestigious national accolade.
The awards, now in their 14th year, recognise those companies that have excelled by delivering outstanding products and service over the previous 12 months.
To reach the final Epoch underwent rigorous assessment and had to provide evidence of its ability to deliver award-winning service.
Shortlisted companies will be judged by a panel of industry experts and the winners announced at a glittering awards dinner on 15th September, held at the Lancaster London Hotel and hosted by comedian Tim Vine.
Epoch founding partner Dr Markas Gilmartin said: “To have been shortlisted for this coveted national award is a great achievement and reflects all the hard work and professionalism of our team.
“It recognises our commitment to providing the very best quality advice to our clients and to helping them maximise and protect their hard-earned wealth for their families.”
