Brewin Dolphin has announced the acquisition of the assets of Epoch Wealth Management; an IFA firm based in Bath. After the deal completes, managing partner, Barry Newbury and his 37 colleagues from the financial planning firm will transfer to Brewin Dolphin along with their clients.
The Queen Square Place office will become Brewin Dolphin’s office in Bath, increasing its UK footprint to 31 offices.
Nick Fitzgerald, managing director of financial planning at Brewin Dolphin said: “What we’re seeing across the country is pent up demand for good financial advice, especially in these uncertain times. Barry and his team have built Epoch Wealth Management into a successful business trusted by their clients. We’re so pleased that their advice-led team are joining us to continue their growth journey, and as one of the UK’s largest wealth managers we’re able to provide them with the resources they need to provide their excellent advice to more clients and to grow.”
Barry Newbury, head of office designate for Brewin Dolphin (Bath) said: “We’ve grown Epoch to this point by cultivating great people who have built strong relationships with clients and those who refer their clients to us. Becoming part of an integrated wealth management firm like Brewin Dolphin will give our clients even more support; whether it’s insight from their central research function, head office support or financial support to grow the business. Meanwhile, we plan to go from strength to strength with ambitious growth plans with the same team that has served our clients so well for many years, but now under the Brewin Dolphin name.”
The acquisition is expected to complete, subject to standard conditions being met, in the summer of 2019.
