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  • Main Menu

  • Home
  • About Us
    • Our Company
    • Our Team
    • How We Work
    • Client Charter
  • Services
    • Protection
      • Why Protection is Important
      • Life Assurance
      • Family Income Benefit
      • Income Protection
      • Private Medical Insurance
      • Critical Illness
    • Wealth Management
      • Introduction to Wealth Management
      • Relationship Management
      • Lasting Power of Attorney
      • Trust Information
      • Wills
    • Business Protection
      • Introduction to Business Protection
      • Key Person
      • Share Protection
      • Directors' & Staff Benefits
      • Income Protection
      • Relevant Life Cover
      • Employers' Liability
      • Professional Indemnity
    • Taxation
      • Introduction to Taxation
      • Capital Gains Tax
      • Income Tax
      • Inheritance Tax
    • Savings & Investments
      • Introduction to Savings & Investments
      • National Savings Products
      • Endowments
      • ISAs
      • Equities
      • Collectives
      • Unit Trusts
      • OEICs
      • Investment Trusts
      • Fixed Interest Investments
      • Capital Investment Bonds
      • Offshore Collectives
      • Junior ISAs
    • Pensions
      • Introduction to Pensions
      • Occupational Pensions / Auto Enrolment
      • Personal
      • Stakeholder
      • State Pension
      • SSAS
      • SIPP
      • Executive Pension Plan
      • National Employment Savings Trust (NEST)
      • Annuities
    • Financial Planning
      • Introduction to Financial Planning
    • Mortgages
      • Introduction To Mortgages
      • Mortgage Repayment
      • First Time Buyer
      • Remortgaging
      • Standard Variable Rate
      • Fixed Rate
      • Tracker Mortgages
      • Cashback Mortgages
      • Offset Mortgages
      • Second Charge
      • Buy to Let
      • Self Build
  • Testimonials
  • Tools
    • Research
    • Portfolio
    • Mortgage Borrow Calculator
    • Mortgage Repayment Calculator
    • Stamp Duty Calculator
  • Privacy Policy
  • Contact Us
  • Give us a call on0141 332 2999or drop us a message!

    Speak to us today

Our client Charter

You also enjoy the reassurance that comes from knowing we abide by our client charter:

  • We aim to provide a fully comprehensive service to all of our clients
  • We are confident that we will deliver a high-quality service that will be among the best in the financial services industry
  • We continually strive to improve our professionalism through personal development
  • We follow the principles of Treating Customers Fairly set out by the Financial Conduct Authority
  • If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions
  • Our processes and procedures follow the guidelines as laid down by our business support network
  • We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know
  • If you are ever dissatisfied with the service you’ve received we will do our best to put it right.

If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)

Our client Charter

You also enjoy the reassurance that comes from knowing we abide by our client charter:

  • We aim to provide a fully comprehensive service to all of our clients
  • We are confident that we will deliver a high-quality service that will be among the best in the financial services industry
  • We continually strive to improve our professionalism through personal development
  • We follow the principles of Treating Customers Fairly set out by the Financial Conduct Authority
  • If any material interest or conflict of interest should arise in business that we are arranging for you, we will let you know and ask for your consent before we carry out your instructions
  • Our processes and procedures follow the guidelines as laid down by our business support network
  • We like to treat our clients as we would expect to be treated. We like to hear how we’ve performed so please feel free to let us know
  • If you are ever dissatisfied with the service you’ve received we will do our best to put it right.

If you are unhappy with our service

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)

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Echo Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority and entered on the Financial Services Register (https://register.fca.org.uk/s) under reference: 943133.

Registered Address: 9 Fitzroy Place, Glasgow, G3 7RH.

Registration number: SC486212 Registered in: Scotland

The information contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us.

If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk)

 

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