The Business Exchange Bath & Somerset Issue 14: Winter 2019 | Page 48
LEGACY
Bath’s newest business has been around for longer than you think.
Brewin Dolphin is one of the UK’s leading wealth managers. We have roots going
back more than 250 years, and we have now arrived in Bath with the acquisition
of Epoch Wealth Management in August 2019.
We’re here to help you reach your ambitions through expert, personalised
financial planning and investment management.
To find out how Brewin Dolphin can help, please call us
on 01225 487 772 or email [email protected]
brewin.co.uk/bath
PE N S I O N S | R E T I R E M E N T | I N H E R ITA N C E | I N V ES T M E N T S
The value of investments can fall and you may get back less than you invested.
Brewin Dolphin Limited is a member of the London Stock Exchange, and is authorised and regulated by the Financial Conduct Authority
(Financial Services Register reference number: 124444).