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United Kingdom
2010 (16 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know epoch wealth management
Company Information
Get to know epoch wealth management
Founded in 2010, Epoch Wealth Management is a firm of Chartered Financial Planners that provides holistic, tailored financial planning and investment advice to individuals, businesses, and trustees. The company emphasizes building long-term client relationships to help them achieve their financial and lifestyle goals. In July 2021, Epoch Wealth Management was acquired by Wren Sterling, a national independent financial advisory group, to enhance its presence in the South West of England while continuing to operate under its own brand.
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