Who are they, what do they do and why do they do it?
We have a team of 4 with over 50 years of experience managing relationships across the Legal and Financial sector. Our BD team are expertly set up to help develop adviser knowledge on the Equity Release legal process, and be the first point of contact to discuss complex cases.
To find out more and to work with our Business Development Team please contact us at bd@equilaw.uk.com
In our experience, clients prefer to work with financial advisers who work closely with a leading solicitor in the field as it provides added confidence in the equity release process.
We have always been unique, in that we are the only law firm which deals solely with legal advice and conveyancing for homeowners taking equity release.
This enables us to give bespoke advice as to the details of the equity release plan and the legal obligations that attach to it. We do not tread on the toes of the adviser by recommending products or by discussing product suitability.
Your dedicated partner page makes submitting equity release applications quick and simple.
Contact our business relationship team for more information. bd@equilaw.uk.com | 01452 657999.
Honesty. Integrity. Accountability. Improvement.
With Equilaw you have access to a bespoke Business Relationship Team that can provide training for advisers on their role within the process. We are also happy to discuss potential cases, where there is a doubt as to whether the case is possible to proceed or not.
We have excellent relationships with lenders and their solicitors, this means that we can assist with the process, to ensure that cases are completed in the most straightforward and efficient manner.
We offer a home visit signing appointment service across all of England and Wales, meaning your clients can sign their mortgage paperwork in the comfort of their own home.
We also have an in-house legal tech team, dedicated to completing the more complex conveyancing cases.
Simon is a very experienced Solicitor and is the Group CEO of our firm. Specialising in residential property he has ultimate responsibility for all our transactional work and coordinates all aspects of the firm’s business.
Simon qualified as a Solicitor in 2005 and was previously a Partner at a large regional firm based in the South West where he headed up their residential property department before joining Equilaw in 2010 as a Director and owner.
Simon’s remit is to ensure that Equilaw remain the first and best choice for consumers by exploring cutting edge IT technology and ensuring we deliver the highest standards of service. He is a member of the Conveyancing Association and spends some of his free time mentoring lawyers and non-lawyers outside the firm.
Natasha is a Chartered Legal Executive and has worked at Equilaw since graduating from the University of West of England in 2015.
During this time, she progressed from working as a Case Assistant to being a Team Manager and is now an Associate and Operations Manager. She enjoys supporting members of the teams with their studies and provides technical supervision on their cases alongside managing the team day to day.
Natasha has helped complete many hundreds of cases, building upon her experience in property law and expanding her product knowledge across the Equity Release sector and other conveyancing transactions.
Lexie joined Equilaw in October 2021 as a Client Services Manager. Prior to joining Equilaw, Lexie has worked predominantly in customer service roles within various different industries.
Lexie is our service quality manager, she trains and supports our transactional staff. Ensuring a high service standard is maintained throughout our clients journey.
Lexie is also trained in the principles of Lean working and actively encourages a continuous improvement ethic within the team and wider business.
Sarah is our Operations Director. Joining in 2007 Sarah is a long standing member of the team and has a wealth of experience dealing with Equity Release clients.
Having worked in a variety of roles across the business, Sarah understands the complex legal requirements of an equity release transaction. She manages the transactional teams on a day to day basis, ensuring that they are consistently meeting the needs and expectations of our clients.
Sarah is adept at building relationships with her peers and her team members, consistently adapting her managing techniques to the needs of the growing business.
Matt is our Business Development Director and has worked at Equilaw since 2016. Prior to joining Equilaw, Matt has worked within the regulated Financial Services sector for most of his career.
Matt heads up the Business Development team, and is responsible for developing the Equilaw brand across the Equity Release market.
Having exclusively worked within a sales environment, Matt understands the complex requirements that advisers and clients may face and enjoys finding solutions to unique problems.
Since 2008 we have been consistently winning awards for our Equity Release service. Our most recent award was for Best Law Firm Innovator 2024, awarded by The British Conveyancing Awards.
In a nutshell
Equilaw is unique, founder lead, driven to succeed and deliver a bespoke, personal service. You can believe, rely on and trust their qualified lawyers. Equilaw’s service is multi-award winning! With an in-house technical team, business relationship support and 20 years of experience you can guarantee that you will be working with honesty, integrity and accountability.
For more information on how Equilaw®, work with financial advisers please contact the Business Relationship Team