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My story

Grounded in Finance. Built for Scale

I am a fully qualified mortgage, protection, and equity release expert, but to be honest, my day-to-day work goes far beyond standard financial advice. I’m a serial venture builder operating at the point where regulated finance, lead generation and modern tech meet.

  • SMF3
  • SMF16
  • CeMAP
  • CeRER

As the co-founder and FCA-approved executive director of Echo Finance, LeadCrowd and BrokerBricks, I have spent the last two decades building the digital engines that power modern financial growth and plan on doing that for many years to come.

From the Stage to the Boardroom

My path into finance wasn't exactly traditional. Before entering the regulated financial sector in 2007, I spent my early career in sales, and playing bass in a funk-rock band on the side. When I made the jump into mortgages, I was immediately drawn to the absolute necessity of treating customers fairly and delivering highly reliable, compliant outcomes. I realised early on that the best way to protect consumers was to build better systems.

In 2012, co-founded my whole-of-market mortgage brokerage, Echo Finance, with my good friend and fellow adviser, John Tarazi. Our vision was simple: combine robust compliance with razor-sharp digital infrastructure. That obsession with streamlining user journeys eventually led us to found LeadCrowd, which has gone on to become one of the biggest lead generation platforms for mortgage brokers and financial advisers in the UK.

Since then, we have launched BrokerBricks, a customisable tech stack for mortgage brokers that includes an industry-first free criteria lookup tool.

Engineering the Future of Lending

Today, my role has evolved from face-to-face advising to high-level strategic planning, infrastructure building, and compliance oversight (SMF16). I focus heavily on how we can harness emerging technologies, like custom CRM systems and AI, to strip the friction out of the mortgage process, without ever losing that human touch. People need people, after all.

I’m incredibly proud of the collaborative, nationwide broker team we’ve built, which now has a headcount of over 70. By giving our advisers the ultimate digital toolkit, we operate a model I often describe as the ‘Uber of the mortgage world’ - treating our brokers as true partners in growth.

Beyond the Screen

When I’m not diving into lending criteria or developing new fintech solutions, you’ll usually find me spending time with my family, keeping up with the fast-paced world of F1, or suffering through the highs (not that I can think of any off hand) and lows of supporting Everton FC.

Because I’ve always been fascinated by what's next for wealth and technology, I am also a deeply passionate cryptocurrency investor. I’m currently channeling that energy into an exciting new venture in the decentralised space - so watch this space, because the next chapter is just beginning.

Think we can do business together?

Get in touch if you would like to know more about any of my projects, or better yet, if you think there is potential for us to work together.