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The objective of the Bath Financial Forum is to facilitate the growth and promotion of Bath as a home for financial services businesses.
This recurring event will provide networking opportunities, as well as a platform for debate and information-sharing in relation to local, national and global issues affecting financial services and other closely-connected industry sectors.
Formed by way of collaboration between Visit Bath and Royds Withy King, the Bath Financial Forum launches with key note speakers Tim Warren, Leader of BANES Council, and John Wilkinson, Director of Economy and Growth of BANES Council; both speakers will set out their vision for the future of financial services in the Bath area.
The talks will be followed by a Q&A discussion, and networking opportunity over wine and canapes.
"Bath is not only highly desirable as a place to live and work, but given its great connections to London, Bristol and Swindon, it’s also geographically and logistically well placed to service the financial hub and 'big hitters' in the South West. Consequently, it’s become quite a magnet for financial and professional services startups and SMEs over the last decade.
"It also enjoys a fast-growing and strong business community, with excellent opportunities and events facilitating business networking.
"With the many attractions and great venues it boasts, it’s a destination that easily attracts employees, clients and suppliers happy to visit!"
"Not only is there a thriving financial services community in Bath, but it is a lovely city to live and work in.
"On the whole, Bath is an affluent area, and therefore Financial Services companies are in great demand. Bath also has excellent connections to both London, the Midlands and, of course, the West Country.
"There are many local IFAs, solicitors and accountants which work with us to enable them to offer their clients a truly comprehensive service, which includes expert cash advice and vice versa.
"Therefore, members of the public from the local area are able to access excellent financial and legal representation on their doorstep. Even those who are not very local are often drawn to visiting Bath – it is seen as a benefit, rather than a negative, to be outside the big cities."
"Bath was the natural choice for us when the business was established. Three of the four founding partners and many of the nearly 40 people working at Epoch live in the city.
"The transport links to London and the rest of the South are good, meaning we can effectively attend to our clients face-to-face when needed. Added to that is the strong business community.
"Bath has a number of wealthy clients, there are also a number of high quality other professional advisers and a relatively high awareness of the need for financial planning in people’s lives.
"As such, Bath is a great place for a proper financial planning firm to operate from."
"I have lived in Bath for over 30 years; given the excellent local supply of financial services skills, it seemed perfectly natural that we should establish the business in Bath.
"Bath is a great place to live and has immense creative energy and a good networking and can-do culture.
"Bath and the South West in general is a hotbed for financial services, so recruitment of people with the right skills and experience is never an issue. If it is not possible to find the right fit for the roles we have, people are often very willing to move here as it is such a fantastic place to live and work.
"Bath also has great road and rail links to London, which is a global financial centre in which much of our industry is based."
If you're interested in hosting a conference in Bath and the surrounding area, you can browse venues at Bath Venue Finder.
For businesses keen to relocate to the area, Invest in Bath is an informative resource.
For businesses in the financial services sector seeking legal advice in Bath, we recommend Royds Withy King.