About the Business
Epoch Wealth Management was founded in 2010. The four partners - Markas, Jon, Gareth and Barry - have worked in the financial services industry for many years, and for a variety of firms.
Their experiences led them to the opinion that a number of financial professionals may be advising people from an obtuse perspective. They may make product recommendations which are appropriate in the short term, but they lack the tools to demonstrate the impact of decisions taken now on the bigger picture - what do clients really want to get out of life?
This understanding has shaped Our Vision, and the way we work with our clients. Our Mission is to bring this to life by living Our Values every day and with every touch point with our clients.
Location & Hours
Queen Square House, Queen Square Place
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Office
Epoch Wealth Management
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Get Directions
Queen Square House, Queen Square Place, Bath, BA1 2LL
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