Echo Finance
The home of sound financial advice. Echo Finance is the first business I founded, and today it is one of the largest directly authorised firms in the business.
Where it all began
John and I both racked up plenty of experience in the industry before we founded Echo. I specialised in the residential market while John gravitated towards buy-to-let.
We both shared a vision for a brokerage that improves the industry by building new systems and tech, but also offers clients a five-star experience. Our ethos has always been that our customers should be customers for life, and we still strive towards that with every case.
Echo began as a humble operation, working out of a small office in Mirfield, and we spent years perfecting our business model before progressing with expansion plans. We built a robust compliant model and our own CRM system, Echo CRM, which we still use today.
How Echo Finance has grown
When Echo Finance first started out, we largely offered face-to-face mortgage advice from our West Yorkshire base. What forced our hand was the coronavirus pandemic - we had to transition to a remote model quickly, but it allowed us to extend our reach across the UK.
Since then we have expanded far beyond mortgages, making serious inroads in equity release, bridging, commercial and protection insurance, and established ourselves in lead generation through our sister company, LeadCrowd.
Work with me at Echo
As Echo is a rapidly growing whole-of-market mortgage brokerage, I am always keen to hear from advisers looking for a new home at a directly authorised firm - mortgage brokers, commercial and bridging advisers, equity release specialists, protection advisers, administrators and estate planners.
Echo is also open to doing business with introducers, lead providers, recruiters and marketing professionals. If you do not fall into any of those categories but have a proposition, I would still love to hear from you.