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.