Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Echo Wealth Management Limited
FRN 943133
- 14. Managing investments
- 4. Giving personal recommendations on retail investment products which are not broker funds
- [FCA CF] Functions requiring qualifications (since 1 May 2026)
- [FCA CF] Client dealing (since 1 May 2026)
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- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 May 2022)
- CF30 Customer (1 Nov 2007 to 8 Dec 2019)
- CF21 Investment Adviser (3 Aug 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (8 Mar 2006 to 3 Aug 2006)
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- CF21 Investment Adviser (7 Feb 2005 to 1 Jan 2006)
- CF22 Investment Adviser (Trainee) (9 Jul 2002 to 31 Jul 2002)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.