money TAlks To find out why our region’s professional financial services are rated so highly, we speak to six of the industry’s leading figures
communicators. Many are also very experienced in the profession and are very highly qualified. All these attributes mean that our clients get the very best advice from a firm that’s empathetic, wellresourced and ideally placed to deploy the right solution for them.
Head of business development and marketing at Epoch Wealth Management for four years How would you describe what your company offers? Epoch is a financial planning firm. We help clients attain financial autonomy through educating and engaging them in what can be a pretty daunting, if not dull, process. Under the bonnet, we’re an IFA like many others. However, the way we provide our advice, the people, the technology, expertise and processes we employ means that taking advice from us is a beneficial experience for many clients. What are the key benefits to your clients? Clients are not numbers. They get the time they deserve with an adviser, not the time the adviser can spare them. Clients have access to at least three people at Epoch who know their situation intimately. We employ people who are expert 124 I BATH LIFE I www.mediaclash.co.uk
What is the biggest mistake people make when looking to invest for their future? Many people come to us fixated on the minutiae, for example, “Why has this fund performed badly this year?”. The process we go through with them educates them to re-frame the question so it becomes “What does this fund performing badly this year mean in terms of achieving my life aims?”. Ultimately, the relative performance of funds should concern clients less than what that performance means in terms of when they can retire or sell their business, for example.
What one piece of advice would you give to people looking to retire early? Make sure that you know what the threats are to