Our Awards

Our Awards

Top 100 for a 4th year

Top 100 for a 4th year
Top 100 for a 4th year

Epoch has made the prestigious list of the top 100 financial planning firms in the UK for a 4th consecutive year.

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Highly Commended at Money Marketing Awards

Highly Commended at Money Marketing Awards
Highly Commended at Money Marketing Awards

We're delighted to have been shortlisted twice in two years for this award and even happier to have been Highly Commended by the judges this time round.

Back-to-back Bath Life Awards!

Back-to-back Bath Life Awards!
Back-to-back Bath Life Awards!

On 23rd February 2017, we were awarded the title of Best Legal or Financial firm at the Bath Life Awards for the second year in succession!

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Shortlisted for Professional Adviser Award

Shortlisted for Professional Adviser Award
Shortlisted for Professional Adviser Award

We were shortlisted in the highly competitive "Best Client Engagement" award for the second year in a row.

UK Top 100 Financial Advisers…. Again!

UK Top 100 Financial Advisers…. Again!
UK Top 100 Financial Advisers…. Again!

We have been listed in the top 100 financial advice firms in the UK for the third straight year.

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Highly commended at Bath Chronicle Business Awards

Highly commended at Bath Chronicle Business Awards
Highly commended at Bath Chronicle Business Awards

We were shortlisted at the Bath Chronicle Business Awards in the night's top award- Business of the Year.

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UK Platform Award finalists 2016

UK Platform Award finalists 2016
UK Platform Award finalists 2016

Shortlisted for the Leading Adviser business (up to 10 advisers) category.

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VouchedFor Top 250

VouchedFor Top 250
VouchedFor Top 250

Markas Gilmartin (left) has been recognised as one of the UK's top 250 advisers, according to the independent review website VouchedFor.

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Bath Life 2016

Bath Life 2016
Bath Life 2016

Epoch was awarded the title of "Best Legal & Financial Firm" at the 2016 Bath Life Awards on the 25th February 2016.

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New Model Adviser of the Year 2016

New Model Adviser of the Year 2016
New Model Adviser of the Year 2016

Epoch was awarded the title of New Model Adviser of the Year (South West) 2016 at the annual awards ceremony.

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New Model Adviser Top 100 2015

New Model Adviser Top 100 2015
New Model Adviser Top 100 2015

Epoch was named as one of the top 100 UK Financial Planning firms by New Model Adviser for the second year in a row.

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New Model Adviser Top 100 2014

New Model Adviser Top 100 2014
New Model Adviser Top 100 2014

Epoch was included in the list of the Top 100 Financial Planning firms in their 2014 list.

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New Model Adviser of the Year 2014

New Model Adviser of the Year 2014
New Model Adviser of the Year 2014

Epoch won this very prestigious award for the first time in 2014.

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OUR ACCREDITATIONS

CISI Accredited Financial Planning Firm

Fewer than 80 firms currently have this title. This puts us well within the top 1% of Financial Planning firms.


CII Chartered Financial Planners

Chartered Standard Corp FP Gold RGB-01.png

Less than 10% of Financial Planning firms are currently Chartered.


Epoch is committed to the highest level of professionalism and can assure its quality of service.

Why choose Epoch

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