Zavio Bruno D'Ercole

Last updated
1 week ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Family First Financial Services Limited

    FRN 225111

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 13 Feb 2025)
  • Hoxton Wealth (UK) Ltd

    FRN 586130

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Client dealing (since 28 Aug 2024)
    • [FCA CF] Functions requiring qualifications (since 28 Aug 2024)
  • David Bean Wealth Management Ltd (no longer approved here)

    FRN 609400

    • Employed By (13 Jul 2023 to 10 Apr 2024)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (3 Nov 2022 to 10 Apr 2024)
    • Appointed representative dealing with clients for which they require qualification (28 Feb 2022 to 10 Apr 2024)
  • Zavio D'Ercole (no longer approved here)

    FRN 985503

    • Employed By (3 Nov 2022 to 10 Apr 2024)

Recent activity

Updates to this individual's record on the FCA register.

No changes recorded yet.