Epic Financial Care

Epic Financial Care is a financial planning practice 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 Services 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.

Estate Planning & Investment Consultancy

Effective wealth planning can vary from simple investment, protection and pension decisions to complex tax planning to protect your estate for future generations. At Epic Financial Care we pride our links with a number of specialist services which allow the most effective use of tax, trust and estate planning schemes to ensure your personal or corporate assets are protected and taking advantage of current legislation.

In a changing landscape for the way independent advice is received in the UK, Epic Financial Care will provide a tailored package of appropriate measures with a clients service review structure, agreed at outset to monitor and report at all times with a moral compass of treating customers fairly.