About Epoch wealth management

About company

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.