Echo Wealth Management Limited
Investment and advice, Wealth/investment advisor
2nd Floor, 9 Fitzroy Place, GLASGOW, G3 7RH
Summary
Echo Wealth Management Limited is a GLASGOW-based wealth/investment advisor. It was first authorised by the FCA in 2021. It has permissions related to credit, investments, mortgages & home finance, and pensions.
Timeline
Role appointment: [FCA CF] Client dealing (Director Jonathan McAneney)
Role appointment: [FCA CF] Functions requiring qualifications (Director Jonathan McAneney)
First authorised by the FCA
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Director Jonathan McAneney
CPD20 - Advising or arranging regulated mortgage contracts
Director Jonathan McAneney
CPD4 - Personal recommendation on retail investments (not broker funds)
Director Jonathan McAneney
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Director Jonathan McAneney
FAQ
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