Michelle Whelan

Administrator - Wealth Management at Epoch Wealth Management - Bath, Somerset, United Kingdom

Michelle Whelan's Colleagues at Epoch Wealth Management
Claudia Hogan

Senior Events and Regional Marketing Executive

Contact Claudia Hogan

Joe Ingram

Power BI Technical Lead

Contact Joe Ingram

Steve Banham

Divisional Director - Investment Manager

Contact Steve Banham

Natasha Leach

Assistant Investment Manager

Contact Natasha Leach

Mark Brocklehurst

Operational Excellence Lead (Director: Operations Excellence One)

Contact Mark Brocklehurst

Ben Delaney

Portfolio Management Assistant

Contact Ben Delaney

View All Michelle Whelan's Colleagues
Michelle Whelan's Contact Details
HQ
Location
London,England,United Kingdom
Company
Epoch Wealth Management
Michelle Whelan'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.

Details about Epoch Wealth Management
Frequently Asked Questions about Michelle Whelan
Michelle Whelan currently works for Brewin Dolphin.
Michelle Whelan's role at Brewin Dolphin is Administrator - Wealth Management.
Michelle Whelan's email address is ***@brewin.co.uk. To view Michelle Whelan's full email address, please signup to ConnectPlex.
Michelle Whelan works in the Financial Services industry.
Michelle Whelan's colleagues at Epoch Wealth Management are Claudia Hogan, Joe Ingram, Steve Banham, Kishore Yarlagadda, Natasha Leach, Mark Brocklehurst, Ben Delaney and others.
Michelle Whelan's phone number is
See more information about Michelle Whelan