Meet the Team



Jonathan McAneney

Independent Financial Adviser

0141 332 2999

An IFA with over 20 years experience advising clients the length and breadth of the UK. I advise individuals and businesses alike with a particular focus on helping my clients grow and protect their wealth. I offer independent advice on retirement planning, mortgage and insurance provision and investments, with tax efficiency a key part of the process. I focus on customer service above all else as many of my clients are first time buyers or first time investors/savers so I'm happy to spend more time guiding people through the financial jargon my industry likes to (over)use. If I can take the stress and confusion away from any major financial decision you have to make, we're half way there already.


Julie McAneney

Client Services Manager

0141 332 2999

After 15 years working with top Recruitment Firms and having the pleasure of dealing with a huge variety of professional clients across diverse sectors, I went on to spend 2 years as Business Development Manager for a top class Glasgow hospitality venue where I continued to work with great clients. I thoroughly enjoyed the buzz and challenges these roles brought but that was nothing in comparison to the challenges of having 2 children!

From this to working alongside my talented husband as Client Services Manager at Echo Wealth Management, I'll continue to do what I do best; get to know Echo Wealth’s clients and make sure I deliver exactly what they need in the most efficient and friendly way possible to ensure that we develop a strong ongoing business relationship.