Bath-based Epoch Wealth Management has been ranked one of the UK’s top 100 independent financial advisers by respected industry magazine New Model Adviser.
Earlier this year Epoch was named Adviser of the Year 2014
This is the first time that Epoch has been included in the prestigious national league table which identifies the country’s very best financial planning firms.
The New Model Adviser Top 100 is calculated by using a range of measurements, including revenue and profitability, recurring income levels, professional qualifications and commitment to the profession.
Businesses included in the annual league table are judged to be at the vanguard of innovation in financial planning. Earlier this year Epoch was named Adviser of the Year 2014 for the South West region by New Model Adviser.
Epoch founding partner Dr Markas Gilmartin: “To have been named best regional adviser was a great boost for us but to be included in the UK Top 100 is a tremendous achievement and is down to the sheer hard work and professionalism of the whole team.
“It demonstrates our commitment to developing our staff and their technical knowledge so that we continue to offer the very highest levels of advice to our growing number of clients.”
