We offer very long-term financial planning services to private clients and owner managed businesses. We offer consultancy and investment management services to Not-for-Profit organisations. We also work with other professional firms like lawyers, accountants and corporate financiers.
Find out more or see what people are saying about us below or contact us.
Helping you to achieve financial autonomy.
Translating your hard work into a comfortable life.
Helping you provide the best service to your clients.
"No IFA firm I have worked with is more impressive than Epoch Wealth Management. The way you recruit good people and allow them to concentrate on what they’re good at is very impressive. Working with you has been an education in how things should be done."
"We have dealt with Epoch for numerous years and have always been pleased with the attention given to our investments. We are always kept us informed and we have regular meetings to discuss our requirements."
"I am confident that my personal needs and wants are thoroughly understood - Gareth has built a profile of who I am and understands my ethos and approach to life. This is reflected in the decisions he helps me to make, and I feel secure in his assessment of the forward path."
"Building a relationship and subsequently working with Epoch has been a pleasure. They have a series of expert advisers covering many specialisms that have natural crossover with many of the areas we cover. I have been extremely impressed with the manner in which they have dealt with shared clients, their cash flow modelling software and their pragmatic and well-reasoned propositions. Their advice, be it to myself or my clients, is clear, reasoned and easy to understand."
"I’ve been very happy with Epoch’s service. Having taken the time to fully understand my situation and goals, they have actively managed my portfolio and I have been happy with the progress made. I trust Gareth’s judgement and value the face to face time I get with him."
"I have been a client of Epoch since its formation and before that Markas was my adviser for some 5 years. The company offers a personal touch, no pressure, an openness and have a record so far of steady growth which meets my investment criteria. Above all, for me, is total lack of pressure and a friendly availability whenever one needs it. Totally professional but never pushing for business."
"Working with Jon has been a revelation. He has advised me on both personal investments and company pensions for the last 15 years. I have always been impressed not only by his ability to understand and assess my needs, but also his clear and concise proposals to maximise returns, which have exceeded my expectations. Furthermore, there is a highly efficient back-up team to administer my investments and keep me regularly updated."
"I know that Gareth and the whole team at Epoch have a thorough and current mastery of the complex world of financial planning, and I have complete trust in the advice that I receive. Year on year results bear testament to that."
"I am by no means a major client - but I know that I am a valued one. I benefit from clear documentation and appropriate explanations which remove a burden from my shoulders and replace it with a feeling of confidence. I look forward to my meetings with Gareth; nothing is ever too much trouble and there is never a feeling of being rushed or pressurised."
"We have been clients of Epoch since the company's inception. As a group of people we have found them to be professional, hard working and transparent in their dealings. Their advice has always been well considered and entirely appropriate to our circumstances and they respond quickly to queries and requests. Above all, Epoch people have integrity, a deep understanding of investment and tax affairs and are a pleasure to deal with. We would wholeheartedly recommend them. "
"We have worked with Epoch for a number of years and have a sound working relationship with them. They provide a service which is complementary to ours and this helps provide clients with a "one stop shop" for their tax and financial planning needs."
"Having Gareth as my adviser has really provided clarity to my financial plan. He showed me that I was able to take less investment risk than I was taking and still achieve my lifetime goals. Epoch has taken the time to understand where I am and where I want to get to, and the way they communicate their advice with the use of their lifetime cashflow model makes a minefield of information simple to understand."
"Running any successful business is hard and time consuming. As a family business it is often easy to ignore the responsibilities of succession planning and the financial implications. Having been introduced to Barry Newbury at Epoch Wealth Management, we now have key man policies in place and our pensions and financial investments sorted and much improved."
"We approached Jon Rolfe some years ago when we realised that our investment portfolio, at that time monitored by one of the big banks, was not giving us what we needed. Jon’s advice came like a breath of fresh air; always clear and uncomplicated without any unnecessary jargon. What he has advised us to do has proved to be completely in our best interests. We have found all members of staff at Epoch to be not only highly efficient, but also warm and friendly. Nothing is ever a problem to them. We feel like individuals and in view of the way that we have been treated, have never had any qualms about recommending their services to others."
"Epoch Wealth Management produce carefully honed financial strategies and plans that generate on-target results. Their client facing support is excellent and they take time and patience to clarify the details of their proposals. I have always found their administrative team very helpful and prompt in attending to my requests. I can commend Epoch as a great company to work with. "
"Besides providing reliable financial advice, Epoch have an understanding of my needs and provide sound financial planning as and when required. Gareth has a thorough knowledge of the financial markets and whilst providing a unique professional service, maintains a friendly and cheerful disposition. I would fully recommend Epoch Wealth Management. "
"Been home and am reflecting on the sign-over of 30 years of well-earned savings to Epoch. I just want to say I feel very comfortable and confident in what we are doing here. It's about personal chemistry and, of course, your approach, analytics and professionalism. It's also about customer service and feeling it's personal rather than just being another client with revenues to invest. I do get the feeling I'm getting a personalised, tailored service and kudos to you all for that."
"As a fast growing business we needed help ensuring all our bases were covered in terms of pensions and protection and Barry has delivered this service very well. He talks our language, is easy to communicate with and we are extremely pleased with the service Barry and Epoch have delivered."
"Working with Epoch has given me greater financial peace of mind. Jon and all the team at Epoch have shown their expertise in managing finances to help me achieve my goals on many occasions and I trust them implicitly. Not only are they professional, but visiting them is a pleasure as you can feel the enthusiasm in the office."
"Having had poor experiences with previous financial advisers, my wife and I have found working with Epoch a real revelation. We finally have a flexible financial map for the family that is reviewed and monitored by the Epoch team and always discussed with us. Our family and finances are important and circumstances continually change. Epoch fully understand that."
"Having worked with Jon for the last ten years, on both a commercial and personal level, I would have absolutely no hesitation in recommending him and the team at Epoch. They pride themselves on the quality of their work, are genuinely passionate about what they do and really care about ensuring their clients are not only comfortable with their recommendations but impressed with their delivery. "
"We have worked with Epoch for over three years on a range of financial optimisation projects for our clients. Epoch's ability to think laterally with strategic focus on end goals is second to none. Invaluable."
"Epoch have looked after our family's financial affairs with patience, empathy and excellent advice. The whole team takes care to look after the individual financial needs of us as a client. I have every confidence in this company and its positive future, and can recommend it to future clients."
"I've known Gareth and Jon since 2007 and have worked with them as both a client and an introducer of friends and associates. In addition to the usual professional qualities of diligence and expertise that one would expect from a quality Financial Planning organisation, they also bring high energy levels and a sense of fun to the process. It's a pleasure to deal with them."
"A review of our investment policy has been long overdue and on meeting the Epoch team it was clear that they had the right approach for us – they understood our needs and provided us with the information and support that we required to help us focus on the decisions that needed to be taken. As well as guiding our future investment strategy, this work will also undoubtedly strengthen our governance."
"...in the time we have been working with you it has been refreshing to have complete trust, not only in the competence and ability of your team to advise our clients, but to be able to have a proper collaboration and honest discussion with the absolute knowledge that we aiming at the same thing – looking after our clients."
"As a result of working closely with Gareth and his team for a number of years, I feel more in control of my finances and better equipped to achieve my life goals. He and his team provide a highly professional and personal service and their approach to financial planning is expert, innovative and relevant. "
"I’ve worked with Epoch since their inception and have found them to be a well organised, professional firm. They have been able to offer my clients a fantastic financial planning service and have provided me with improved Management Information and an alternate revenue stream."