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EPIC Financial Care Ltd

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EPIC Financial Care Ltd

Overview:

Epic Financial Care is a firm of Chartered Financial Planners who are dedicated to providing independent financial advice to meet the financial goals and objectives for a wide variety of private and corporate clients. The company is directly authorised and regulated by the Financial Conduct Authority.

At Epic Financial Care we operate a co-ordinated approach with accountancy and legal advisers where appropriate, to ease the burden of tax year end declaration. We aim to achieve the benchmark of providing peace of mind in knowing your affairs are structured to meet your desired lifestyle and be placed effectively to target any key lifestyle changing events, whether retirement, changing job, marriage or starting a family.

Epic Financial Care is a firm of Chartered Financial Planners who are dedicated to providing independent financial advice to meet the financial goals and objectives for a wide variety of private and corporate clients. The company is directly authorised and regulated by The Financial Conduct Authority.

Epic principal Tim Kirkby is a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS) and has over 30 years experience in the financial services sector, having held a number of senior and management positions with leading insurance companies. Tim has run an IFA practice for over 25 years and is acutely aware of the importance of maintaining the integrity of clients through a professional, personal and confidential service.

Financial planning consultant Chris Slocombe joined Epic in January 2012. After graduating from Huddersfield University in 1999 Chris has gained over 12 years experience in the financial services industry working for a number of leading insurance companies and banks providing regulated advice across a wide cross section of professional and private customers.

The business has an emphasis toward retirement planning through a regional network of clients and referrals with numerous wealth planning issues requiring investment, pension and tax planning solutions to subsidise income in retirement and plan for maintaining a suitable lifestyle through structured estate planning schemes to lock in value, growth and security.

We maintain a number of long standing reciprocal business relationships with accountancy and legal practices, both to advise clients introduced to our business and retain specialist backup on more complex tax, trust and estate planning matters.

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