Epoch Wealth Management offer a full spectrum of services ranging from traditional portfolio management for individuals to specialist investment and tax planning for ultra high net worths, corporate clients / businesses, trusts and charities.
See below for how our innovative, bespoke cashflow model works.
Please note the FSA do not regulate cashflow modelling.
We 'redefine wealth' management because in our opinion, the model for financial services in the UK is broken. Our solutions get to the very core of mid to long term financial goals and by using proprietary models such as Epoch Reality, we aim to consistently deliver exceptional performance. Our services do not consist of limited, off-the-shelf products but of tailor made, strategic solutions based around a client's specific circumstance with ongoing reviews to deliver on and exceed strategic objectives.