Epoch Wealth Management is an award winning firm of Chartered Financial Planners. We offer a full spectrum of financial planning services for private clients, corporate clients / businesses, trusts and charities/ not for profits. We take time to fully understand our clients personal goals- not just their financial ones. Using this information and with access to cash flow modelling software, we are able to bring financial planning to life and empower clients to make decisions for both now and the future. We aim to consistently deliver exceptional service and solutions that fit their changing needs.
View Top Employees from Epoch Wealth Management| Website | https://www.epochwm.co.uk |
| Revenue | $8 million |
| Employees | 23 (7 on RocketReach) |
| Founded | 2010 |
| Phone | +44 1225 487772 |
| Technologies |
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| Industry | Financial Services, Computer Software, Investment Banking, Asset Management, Personal and Corporate Wealth Managament, Finance, Wealth Management, Bespoke Investment and Tax Planning, Information Technology and Services, Bespoke Financial Modelling |
| Web Rank | 6 Million |
| Keywords | Epoch Wealth Management |
| SIC | SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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Epoch Wealth Management Questions
The Epoch Wealth Management annual revenue was $8 million in 2023.
Gareth Rees is the Partner of Epoch Wealth Management.
7 people are employed at Epoch Wealth Management.
Epoch Wealth Management is based in Somerset, Somerset.
The NAICS codes for Epoch Wealth Management are [523, 52].
The SIC codes for Epoch Wealth Management are [62].
Top Epoch Wealth Management Employees
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ViewMarkas FPFS
Partner at Epoch Wealth Management
Bath, Bath And North East Somerset, United Kingdom1 -
ViewAlan Henderson
Investment Operations and Compliance Manager at Epoch Wealth Management
Bristol, Bristol, United Kingdom1
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