The whole Epoch team subscribes to our vision. We ask our clients to recognise sound financial planning as a way to achieve personal goals and aspirations and not simply to achieve financial objectives.
We often ask our clients “what’s the end game; what's prompted you to seek advice?”
Our advisers regularly refer to something we call “the magic number”. This might be the age of retirement, the value in a business which would be enough to provide financial independence for a client and their family, or the impact your charity can have.
These discussions aim to firmly establish your personal goals. Your aspirations form the starting point for the construction of a financial plan. Epoch no longer consider it enough to be talking in terms of growth or income in isolation. Your financial plan needs a purpose. We work back from where you want to get to – we believe in financial planning with genuine goals in mind.
Read about our mission here.
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