Philip Peat

Financial Planner at Epoch Wealth Management - Bath, Somerset, United Kingdom

Philip Peat's Colleagues at Epoch Wealth Management
Susan Maloney

Investment Management Assistant

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Stephanie Thompschan

Learning and Development Administrator

Contact Stephanie Thompschan

Mark Miles

Divisional Director : Investment Management

Contact Mark Miles

Karen Smics

Administration Manager

Contact Karen Smics

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Epoch Wealth Management
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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 Philip Peat
Philip Peat currently works for RBC Brewin Dolphin.
Philip Peat's role at RBC Brewin Dolphin is Financial Planner.
Philip Peat's email address is ***@brewin.co.uk. To view Philip Peat's full email address, please signup to ConnectPlex.
Philip Peat works in the Financial Services industry.
Philip Peat's colleagues at Epoch Wealth Management are Susan Maloney, Darren Alvey, Sue Rougetel, Stephanie Thompschan, Mark Miles, Karen Smics, Paula Macgregor and others.
Philip Peat's phone number is
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