Echo Financial Planning LLP

Reference number: 624544

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Verified phone number

    01983 884105

  • Verified address

    Aspen, Ashlake Farm Lane, Wootton Bridge, Ryde, Isle of Wight, PO33 4LF, United Kingdom

Company details

From the company's Companies House record.

Company number
OC392235
Company status
Active
Company type
Limited liability partnership
Incorporated
27 March 2014 (12 years old)
Registered office
Matches the FCA register address ✓

Current directors and secretaries

Name Role Born Appointed
Robert John Turrell LLP designated member May 1966 27 Mar 2014
Susan Jane Turrell LLP designated member Oct 1969 23 Apr 2021

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
Show FCA detail (11 permissions)
  • Acting as a CBTL advisor
  • Acting as a CBTL arranger
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Echo Financial Planning LLP FCA authorised?
Yes, Echo Financial Planning LLP (FRN 624544) is authorised by the FCA to carry out regulated activities.
Is my money safe with Echo Financial Planning?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Echo Financial Planning to the Financial Ombudsman Service, free of charge.
Is Echo Financial Planning a scam or clone?
Echo Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Echo Financial Planning's Firm Reference Number (FRN)?
Echo Financial Planning's FRN is 624544. You can verify it on the FCA register.