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.

Founded in

United Kingdom