Bath-based Epoch Wealth Management has again been named one of the UK’s Top 100 independent financial advisers, after being included in New Model Adviser’s influential list.
The firm is included for the second year running in New Model Adviser’s influential list 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 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.”
