The firm, which also has an office in London, was founded in 2010 and employs seven advisers. Founding partner Mr Gilmartin said the chartered status “demonstrated Epoch’s commitment to delivering the highest professional and ethical standards to its corporate and individual clients”.
Epoch is one of only 576 financial planning firms to be awarded chartered status. It specialises in whole-of-market advice to high net-worth clients and commercial and third sector organisations.
Mr Martin said: “This is independent recognition of our commitment to maintaining the highest professional and ethical standards and gives our clients peace of mind that they will receive only the best advice at all times.”
