About Us

A Little Bit About Epic Financial


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.

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 the future 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.

Our commitment to a personal and professional service is complemented by significant investment in IT systems and client research tools, which enables a clear and definitive set of principles to be established from which to move forward into the advisory process.

Working Together


As Chartered Financial Planners we offer independent financial advice with access to the full range of investment, pension and protection products available in the UK and are able therefore to provide impartial advice to offer solutions to all your financial planning needs and requirements.

Our advice process starts with a full appraisal of your existing circumstances including an assessment to establish your attitude to risk and a needs analysis to ensure any recommendations are wholly appropriate to your personal objectives and targets. Once we have identified and prioritised your financial goals we will report accordingly and discuss in detail the benefits and implications of our recommendations to your given circumstances. Our primary responsibility is to provide you with the confidence and security of achieving your financial targets through a relationship which we expect to maintain for many years.

At outset we will agree ongoing reviews and reporting timeframes to ensure we incorporate any changing circumstances and rebalance your investments to match your risk profile.

With regard our firms fees for advice, remuneration will be by adviser charge reflected as an initial cost and ongoing fee for services. Commission can be used to offset fees where life assurance/protection business is undertaken.

Meet The Team at Epic


Tim Kirkby
Chartered Financial Planner / Managing Director

Having built Epic to Rochdale’s only Chartered Financial Planning firm, Tim has been here from the start and has for over 30 years enjoyed developing long term relationships with our clients and their families. Tim is committed to ensuring the business is focused on providing a first class service to clients, with the continuing aim of building an outstanding advisory practice.

tim@epicfc.co.uk

Sarah Adshead
Office Manager / Paraplanner

With over 20 years industry experience Sarah runs the office to ensure admin systems and work flows are operating smoothly. Sarah also undertakes technical research and report writing as part of her role, in addition to providing assistance to our personal and corporate clients. Sarah is well used to the demands of making the business tick.

sarah@epicfc.co.uk

Matt Herbert
Administrator

Matt joined epic in October 2015 and continues to learn all aspects of the Financial Services Industry. In his role, Matt provides support to Tim and Sarah on a daily basis and helps to keep back office systems up to date and running smoothly, as well as processing new business and keeping clients, advisers and consultants up to date on the progress of cases.

matt@epicfc.co.uk

Ashley France
Financial Planning Consultant

Ash joined Epic in 2018 and has worked in financial services since 2007. With a Diploma in Financial Planning, Ash specialises in advising his clients on investments, pensions and retirement, and financial protection. He is committed to providing a first class service to clients, with the continuing aim of building an outstanding advisory practice.

ash@epicfc.co.uk

Olivia North
Administrator

Olivia joined epic in April 2018 and continues to learn all aspects of the Financial Services Industry. Olivia’s role includes obtaining current valuations, up to date information and research of client portfolios and investments to ensure our clients are kept fully informed of their finances.

olivia@epicfc.co.uk

Mags Kirkby
Administrator / Company Secretary

Mags returned to the industry 5 years ago, having taken a break to raise her family. Previous to this Mags has many years admin experience within the Financial Service’s Industry. Mag’s role includes obtaining current valuations, up to date information and research of client portfolios and investments to ensure our clients are kept fully informed of their finances.

margaret@epicfc.co.uk

Client Comments