Investment expert joins Epoch advice team

By Anita Jaynes on 12 May, 2017

Bath-based Epoch Wealth Management has strengthened its advice team with the appointment of experienced financial specialist James Butler and additional support staff.

James has worked in financial services since 2008 and has managed both advisory and discretionary investment portfolios, as well as advising high-net-worth and not-for-profit clients.

He joins Epoch from London-based discretionary investment firm Seven Investment Management where he was a relationship manager. He will now be advising Epoch’s clients in both Bath and London.

As well as having the relevant financial planning qualifications, James has attained the Investment Advice Diploma and Investment Management Certificate, and holds a Master’s Degree in both Wealth Management and in International Banking and Finance.

Epoch also welcomes administrators Mel Gogarty and Emma Gould, who will be providing support to the firm’s senior team, and adviser assistant Dee Barbosa, who will work with Ed Grobler and his clients.

Epoch’s managing partner Barry Newbury said: “James has great experience in investment management and we’re really excited to have him on board as a financial adviser. His appointment allows us to develop our presence in the capital whilst also freeing up resource to further grow our presence here in Bath.

“We’re also pleased to welcome Dee, Mel and Emma as they will be critical in helping the firm achieve further success and we wish them every success in their new roles here at Epoch.”

Pictured above from left to right: Emma Gould, Dee Barbosa, James Butler, Mel Gogarty