Bath-based Epoch Wealth Management has once again been named Adviser of the Year for the South West region by influential industry journal New Model Adviser.
Epoch beat five other regional finalists to win the prestigious accolade during an awards ceremony at the exclusive Park Plaza Westminster Bridge Hotel in London.
Epoch’s partners were presented with the award by the comedian and actor Hugh Dennis.
The New Model Adviser awards recognise the best financial planning firms in eight regions across the UK.
This is the second time that Epoch has clinched the South West title, having last won the award back in 2014.
To win, Epoch underwent rigorous vetting by leading industry experts who judged the firm against a set of demanding criteria.
They looked at many facets of the business, from fee income and profitability to assets under management, qualifications of staff and industry accolades.
The award comes just weeks after Epoch was given the prestigious title of Accredited Financial Planning Firm by the Institute of Financial Planning (IFP), which recently merged with the Chartered Institute for Securities & Investment (CISI).
Epoch’s managing partner Barry Newbury said: “To win this independently judged award for a second time is a real testament to all the hard work that everyone at Epoch puts in collectively and individually every day, and it’s something we are really proud of.
“Having last won in 2014 and been shortlisted in 2015, it shows that our commitment to providing the very best financial planning advice is being consistently recognised.”
