Helping trustees optimise their investments

About us

We take a holistic approach to providing investment advice to those in the not-for-profit sector

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Since 2010, our aim has been to provide charities, and not-for-profit organisations, with expert investment advice to maximise their chances of achieving financial success.

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Meet our team

Max is our investment expert, and his core skills lie in portfolio construction. Max is also a thought leader on ethical investing. Max is a Chartered Fellow of the CISI and has completed a wide range of industry qualifications

Max has over a decade of financial services experience, working with trustees throughout his career. He initially focussed primarily on undertaking investment analysis, performance monitoring, and regular reviews for existing clients at a professional trustee company.

Amy started her career in a marketing role for an environmental charity before moving into the financial planning world in 2018, joining Epoch. Her initial focus was on providing support to financial planners and their clients. More recently, Amy has begun working with the consulting team to provide the same outstanding service clients have become accustomed to.

Jon jointly leads our charity & not-for-profit proposition and has built a very strong reputation for advising many different types of client since he became a financial planner in 1999. Jon’s time is focussed on two key areas: ultra-high net worth private entrepreneurs and the not-for-profit sector.

Jon’s core skills lie in formulating strategy and assisting clients in making key financial decisions.

Barry has been a financial planner since 1999. Over that time, he has developed a keen eye for getting to the heart of a problem and being able to resolve it swiftly and efficiently. This has proved invaluable on countless occasions over the years and it is this tenacity that has seen him held in high regard by peers and clients alike. Over the years he has been practicing, his areas of expertise have developed to include advising not-for profit organisations, private clients, and business owners.

Helen was an early joiner to the Epoch business, becoming part of the team in 2011. She has provided excellent service and support to both advisers and clients in the financial service industry for well over a decade and prides herself on the ability to communicate with clients clearly and maintaining the highest level of service possible.


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