We have been working in Bath since 1999 following Principal Investment Management’s purchase of Premier Unit Trust Brokers, which traded out of 5 Miles’s Building. Sanlam then acquired Principal Investment Management in 2008.

Residing in a picturesque location, the office is two minutes’ walk from the historic Circus. It is also within easy reach of the Bath Spa station, Royal Crescent and Bath’s shopping district, while the nearest car park is located five minutes away on Charlotte Street.

Peter Finnigan is Sanlam’s Head of Office in Bath and is responsible for operations in the South West of England. Previously he was a Director at Principal Investment Management.

If you would like to find out more about the services we provide through our Bath office, please get in touch using the details below.

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The value of investments and any income from them can fall and you may get back less than you invested.