Julian Potter's Colleagues at Epoch Wealth Management
Julian Potter's Contact Details
Reading,Pennsylvania,United States
Epoch Wealth Management
Julian Potter's Company Details
We are one of the UK's leading wealth managers. Founded in 1762, we are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice.FOR INDIVIDUALS:Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future.FINANCIAL ADVISERSPartner with Brewin Dolphin and we will take the day-to-day strain of managing your clients' investments. We will focus on consistent performance. You can focus on building your client relationships and business.BUSINESS PARTNERSHIPSSpecialist advice for solicitors and accountants, bespoke partnerships with corporates and membership organisations, and financial education that is designed to support the financial wellbeing of your employees.CHARITIESHelping charities to achieve their financial goals has been a core part of Brewin Dolphin's business for more than 65 years.