Echo Partners
Having built Echo Finance into one of the UK’s largest directly authorised brokerages, I’ve seen firsthand how much time and resources independent brokers sink into regulatory compliance, network administration, and backend operations.
While directly authorised status gave Lee Trett and me total independence, we recognise that many exceptional advisers and growing firms want to focus purely on client advice and business growth without the administrative burden of direct FCA regulation.
To support these advisers, Lee and I are launching Echo Partners in early 2027: a modern, tech-enabled mortgage network engineered to give Appointed Representatives (ARs) the ultimate foundation to thrive.
The Vision Behind Echo Partners
Coming from a compliance background at the start of my career, I know that regulatory oversight shouldn't be a hurdle that stifles business growth - it should be a safeguard that gives you the confidence to scale.
Echo Partners was created to bridge the gap for mortgage advisers and firm owners who want the security, panel access, and compliance backing of a top-tier network, but with the entrepreneurial freedom and modern technology of a forward-thinking brokerage, likeEcho Finance.
What Members Gain Under the Umbrella:
- Comprehensive Compliance & Licensing: Operate securely as an Appointed Representative (AR) under our established regulatory permissions, with our team taking care of legal oversight, monitoring, and compliance reporting.
- Whole-of-Market Lender Access: Gain immediate access to extensive residential, buy-to-let, commercial, and specialist lender panels, alongside top-tier protection and general insurance providers.
- Integrated Technology Stack: Seamlessly plug into our ecosystem - including free access to BrokerBricks criteria search, our custom CRM tools, and automated client engagement features.
- Exclusive Lead Generation Support: Tap into our sister company, LeadCrowd, to keep your pipeline consistently supplied with vetted, high-intent enquiries.
Built by Operators, for Operators
We didn't design Echo Partners as a rigid corporate network that restricts your earnings or dictates how you run your daily practice. Having built businesses from the ground up, Lee and I treat our network members as genuine business partners.
Our goal is to handle the heavy lifting - compliance, tech integration, lender relations, and infrastructure - so you can spend your time advising clients, closing deals, and expanding your firm on your own terms.
Join Us Ahead of the Early 2027 Launch
Whether you are an established mortgage adviser looking for a fairer, more supportive network home, or a brokerage owner seeking a seamless transition away from direct authorization hassle, we’d love to speak with you.
- For Advisers & Firm Owners: Reach out for a confidential discussion about joining Echo Partners as an Appointed Representative ahead of our 2027 launch.
- For Lenders & Tech Partners: Connect with us to explore strategic panel placements or software integrations for our growing network.