We are dedicated to using sound financial planning to help you to achieve your life goals.

AFPF FPC

Latest News

Ed’s next charity challenge!

Ed’s next charity challenge!

An energetic financial adviser from Epoch Wealth Management in Bath is...

Markas is a top rated adviser!

Markas is a top rated adviser!

A founding partner of Bath-based Epoch Wealth Management is included in a...

Jon Rolfe

Jon Rolfe
Partner
Read more

Meet our team

Our clients are looked after by a highly qualified team in all aspects of their dealings with us.

Meet Everyone

Epochonomics

Our periodic newsletter provides readers with an up to date view on our business, planning opportunities and threats, a review of our investment process and a wider review of the economy and markets. To receive this, please sign up below.

Epochonomics

Sign up to receive our newsletter Epochonomics