Our Company

The value of investments and pensions can fall as well as rise. You may get back less than you invested.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Echo Wealth Management was formed in 2018 although our Independent Financial Adviser, Jonathan, has been advising clients across the UK for over 20 years. We are a Glasgow based firm with clients spread across the UK: Edinburgh, London, Belfast, Inverness, Brighton and everywhere else in between. Our aim is to help our clients achieve their financial goals and to deliver our advice in a clear, consistent and transparent manner. We will help you on your financial journey; whether buying a house, investing for your future or protecting your loved ones, we’re here to help.

Specialties:

• Savings and Investment Planning
• Pre and Post Retirement Planning
• Personal and Business Protection
• Family Insurance
• Mortgage Solutions
• Budget Planning
• Risk Profiling
• Children's education planning

We provide services tailored to your unique circumstances and will discuss and agree the work that we will
undertake for you and how we will be paid before we start. We may charge a fee for mortgage advice, in
addition to any commission paid by the lender, with a typical charge being £499. For Pension and Investments
we charge fees that are typically 3% for single premium investments and up to 50% of first year's premium for
regular investments.