Wealth management firm Brewin Dolphin has acquired Bath-based IFA Epoch Wealth Management for an undisclosed fee.
Brewing Dolphin has acquired the firm's assets and the deal will also see Epoch's 38 employees, eight of which are advisers, join the firm. The deal has grown Brewin Dolphin's Bath office count to 31 and seen...
Meets increasing demand
Digital assets platform for advisers
No hiring freeze
Hargreaves trust lower post-Woodford
Delayed by pandemic and FCA concerns
As important as DB transfers
Customer numbers rise an average 3.1% across all providers
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