Meet the Team

 

 

Jonathan McAneney

Independent Financial Adviser

jonathan@echowealth.co.uk

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

info@echowealth.co.uk

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.