A clear plan for a full life
Independent, expert wealth management services can help you protect your family and your assets, plan for retirement and grow your wealth.
We can introduce you to Epoch Wealth Management* who share our belief that effective financial planning requires specialist advice and open, honest, on-going communication.
As qualified experts they are familiar with all the latest legislation, strategies and new products and can help you make the most tax efficient decisions, so you get to keep and enjoy more of your earnings and personal wealth.
Epoch look after clients of all ages and stages of life from high net worth individuals to people in business, trusts and not for profit organisations who are just starting out or planning to retire.
Our private client team provides a full range of tax and advisory services. Please visit private client tax and trusts for further information to find out more about the services we offer.
How Epoch can help you
Your needs and goals are unique, and they’ll change at different points in your life too. So they listen to you and get to know you as a person and what you want to achieve. Then they use wealth-mapping tools to get a clear picture of your financial situation and show you how the decisions you make today can affect your future.
They’ll regularly review your financial position and adapt your plan to meet any changes in your circumstances or to tax legislation; and you can contact them any time for advice.
Epoch offer independent, whole of market advice rather than “one size fits all” solutions and everything they do can be tailored to meet your exact needs.
Personal financial advice
- Investment and portfolio management
- Tax, trust and estate planning
- Pension strategies and retirement planning
- Personal protection cover
- Savings planning
- School fees arrangements
Financial planning for your business
- Succession planning and exit strategies
- Key employee protection
- Employee remuneration and benefits
- Shareholder and partnership protection
- MBO/MBI advice
- Developing tax efficient long-term incentive plans
Investment management for not for profit
- Treasury management
- Investment strategy review
- Workshop for trustees
- Selection of investment managers
* Epoch Wealth Management is authorised and regulated by the Financial Conduct Authority. The Financial Conduct Authority does not regulate advice on some tax matters. Epoch Wealth Management LLP, The Tramshed, Beehive Yard, Bath BA1 5BB. Registered as a Limited Liability Partnership In England And Wales No. OC35159