Lisa Churchill

Training Lead at Epoch Wealth Management - Bath, Somerset, United Kingdom

Lisa Churchill's Colleagues at Epoch Wealth Management
Maria Boullosa

Digital Channels Customer Service Advisor

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Emma Archer

Application Change Coordinator

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Alex Dewar

Director of Corporate Finance

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Lisa Churchill's Contact Details
HQ
Location
United Kingdom
Company
Epoch Wealth Management
Lisa Churchill's Company Details
Epoch Wealth Management logo, Epoch Wealth Management contact 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 Lisa Churchill
Lisa Churchill currently works for Brewin Dolphin.
Lisa Churchill's role at Brewin Dolphin is Training Lead.
Lisa Churchill's email address is ***@brewin.co.uk. To view Lisa Churchill's full email address, please signup to ConnectPlex.
Lisa Churchill works in the Financial Services industry.
Lisa Churchill's colleagues at Epoch Wealth Management are Sue Beckett, Adedamola Msc, Maria Boullosa, Alex Jefferies, Emma Archer, Maria Chapman, Alex Dewar and others.
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