Katherine Willis

Training & Competence Manager at Epoch Wealth Management - Bath, Somerset, United Kingdom

Katherine Willis's Colleagues at Epoch Wealth Management

Becky Wilkinson

Associate Portfolio Manager

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Peter Strange

Senior Divisional Director

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Edward Strange

Head of Lincoln Office

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Elin Kjeilen

Forpl.opr.

Contact Elin Kjeilen

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Katherine Willis's Contact Details

Email (Verified)
***@brewin.co.uk

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Mobile Number
(XXX) XXX-XXXX

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Location
Plymouth,Massachusetts,United States

Company
Epoch Wealth Management

Katherine Willis's Company Details

Epoch Wealth Management

Bath, Somerset, United Kingdom • 11 - 50 Employees
Financial Services

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.

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Frequently Asked Questions about Katherine Willis

Katherine Willis currently works for Brewin Dolphin.

Katherine Willis's role at Brewin Dolphin is Training & Competence Manager.

Katherine Willis's email address is ***@brewin.co.uk. To view Katherine Willis's full email address, please signup to ConnectPlex.

Katherine Willis works in the Financial Services industry.

Katherine Willis's colleagues at Epoch Wealth Management are Louise Brennan, Phil Wong, Becky Wilkinson, Peter Strange, Alison Bolton, Edward Strange, Elin Kjeilen and others.

Katherine Willis's phone number is