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Echo Wealth Management

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FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Mortgage Advice

    Mortgages are loans which are intended to help buyers purchase residential property. When you take o...

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  • service

    Investment Advice

    Saving is perfect for people who don’t want to take any risks with their money, and most savings a...

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  • service

    Retirement Planning

    When you retire you still need food and shelter as an absolute minimum, but of course you will want ...

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Financial Advisers Located in Glasgow

Financial Advisers Located in Glasgow

Welcome to
Echo Wealth Management

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0141 332 2999 or email us at info@echowealth.co.uk and we'll be pleased to help you.

OUR PLAN FOR YOU

OUR PLAN FOR YOU

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

TESTIMONIALS

See What Our Clients Have to Say About Us

Jeanette T, London

I couldn't recommend Jonathan more highly. He has on more than one occasion been the ONLY financial advisor finding us our product. Jonathan is thorough in his approach and doesn't deliver a product that doesn't tick all the boxes. He has an excellent work ethic and responds promptly to any queries/ questions - excellent on all accounts!

Myra Fleming, Cupar, Fife

I have known Jonathan for approximately 12 years. In that time he has provided me with excellent and impartial financial advice and guidance.

As I am self-employed my financial affairs are complex and cover a range of personal and business aspects.

I have found Jonathan to be honest and trustworthy and have in fact recommended his services to family members and close friends in the past.

I would highly recommend Jonathan's expertise and knowledge if you are seeking financial advice in the future.

Kim Wilson, Managing Director 200 SVS Ltd

Jonathan has been my financial advisor for many years and has always been extremely professional and thorough with any request I have had.

I have recommended Jonathan several times and will continue to do so as a first class, honest and reliable financial advisor.

Paul Watson, South Yorkshire

I have known Jonathan for almost all of my professional working life and now regard him as a very good friend as well as someone I trust implicitly with my financial business. Over the years Jonathan has managed multiple mortgages, pensions and investments on my behalf; as well as giving general advice and guidance on my other financial dealings that are perhaps out with his own business (i.e. loans etc) - which he is not obliged to do but always happy to help with. His advice is second to none and I do not make a single financial decision these days without first running it by Jonathan. I have recommended Jonathan to many of my family, friends and colleagues; all of whom have then chosen to use his services. I have a very busy life and knowing my finances are in the best place and being managed by a true trusted advisor is very comforting. I cannot talk highly enough of Jonathan and will continue to recommend him to friends, family, colleagues etc.

Wendy Morgan, Inverness

Jonathan was recommended to me by a friend, when I was going through a difficult time. I was determined to purchase a house I had my heart set on but was struggling to find an appropriate mortgage.

I found Jonathan extremely attentive and thorough, and felt entirely comfortable that I was being given the best possible advice. No stone was left unturned in securing my mortgage!

I am now very happy in my new home and would recommend Jonathan and Echo Wealth Management to anyone.

WHERE WE ARE

0141 332 2999
2nd Floor
9 Fitzroy Place
Glasgow, G3 7RH


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