Epoch Wealth Management

"Epoch Consulting works with charities and not-for-profit organisations to enable them to regain clarity and take ownership with respect to the direction their investments are headed.We work to improve investment governance, ensuring that there is group understanding and collective agreement on any decision making regarding investments. This is achieved through an interactive and collaborative approach to ensure your objectives are clear, realistic, prioritised and measurable.We assist trustees in the creation of robust, compliant investment objectives andprovide independent scrutiny of existing investments and their overall suitability. We implement appropriate investment strategies which are aligned to your objectives."