Brewin Dolphin has agreed to acquire the assets of IFA firm Epoch Wealth Management.
The financial terms of the deal were not disclosed.
Epoch managing director Barry Newbury will move across with his 37 colleagues and the firm’s clients.
The Bath office takes Brewin’s footprint to 31 locations in the UK, the Channel Islands and the Republic of Ireland.
Expansion plans
Nick Fitzgerald, managing director of financial planning at Brewin Dolphin, said: “What we’re seeing across the country is pent up demand for good financial advice, especially in these uncertain times.”
This acquisition comes a few weeks after Brewin was reportedly looking to buy the Irish wealth management business of Investec.
It was also busy at the end of 2018 with the purchase of Basingstoke-based IFA Aylwin for an undisclosed fee.
