financial advisor lancashire

Financial AdvisersINSTRUCT US

Our modern law firm with old fashioned family values at its heart has many years’ experience within the Equity Release Market.

How do we work?

Since our formation, our focus has been to deliver a bespoke Equity Release and Conveyancing service for our clients and financial advisor referrers. We believe in a personal approach with each client having their own dedicated case handler who will take care of the client from the offset to completion.

We always focus our service to ensure that each and every client is catered for in the best way for that individual client.  We review the client’s legal offer pack and prepare tailored advice, dealing with all aspects of the offer and dealing with any related conveyancing issues which may arise in respect of the title.  We then instruct one of our nationwide qualified Consultants to attend on our client for their face to face visit, where they talk the client through our legal advice, the legal paperwork and collect any additional documentation we require.  The whole process is aimed at ensuring our clients are fully informed and are not intimidated by the legal process.

Our dedicated staff are always available via phone or email.

We always aim to complete transactions as quickly as possible, for the benefit of our clients, whilst maintaining our friendly yet professional approach.

Instant Quotes/Chat Function – get answers in seconds!

We have invested heavily in our IT infrastructure to enable us to improve our service levels and also make it easier and quicker for financial advisors to both instruct us and to also keep up to date with the progress of your instructions.  Whilst our staff are always available to chat with you on the telephone, our online quotes and chat function is operational between 9 am and 5 pm Monday to Friday.

Access to cases 24/7

In our fast moving industry, the normal 9-5 hours are a thing of the past.  We understand that you may want to source updates on your cases or instruct us, outside work hours when you are dealing with your administration.  With this in mind, we created our bespoke portal which enables you to gain access to your own cases anywhere in the world, at any time, where there is Wifi available.  Obtaining updates and instructing us has never been easier or more efficient.

Main Features of Our Portal system

Our portal system provides you with the following benefits:

  • Automated e-mails at Key Dates of the process during the cycle of the case.
  • Easily accessible reporting of all of your ongoing completed and even cancelled cases.
  • Every case will be marked by a tiering system depending upon the complexity of the case. These will be Green – for straightforward cases, Amber – for those cases with an additional element that may delay the transaction and Red – those cases with fundamental problems which will delay the transaction indefinitely.
  • Case progress – you can see how far along the process each individual case is, ranging from 0%, 25%, 50%,75% to 100%.  We understand most Financial Advisers are self-employed and this provides a good indication of cases that are moving to completion.
  • Ability to instruct multiple cases at once for the same client providing a ‘one-stop-shop’ and all cases are automatically linked.
  • The facility to enable you to enter important case notes and upload appropriate ID or additional documentation to assist with the handling of the case, either upon instruction or at any time during the transaction.
  • API functionality offered to our Providers who require this technology.
  • A Full guide is offered on how to use the system and we can offer demonstrations on request, whether they be face to face or via electronic platforms.
  • The Portal system is mobile friendly so if you wish you can instruct at your clients whilst taking the relevant details, at home or anywhere you wish.

If you are interested in instructing us and currently do not have access to our Portal please click on this link Instruct Us

Alternatively if you wish please e-mail our general enquiries e-mail at enquiries@adlingtonlaw.co.uk or contact our office on telephone number 01257-686-386.

To require access to our Portal system, alternatively if you wish please e-mail our general enquiries e-mail at enquiries@adlingtonlaw.co.uk or contact our office on 01257-686-386.

portal

Who we work with

aviva Just retirement Canada Life more 2 life nationwide Hodge logo responsible lending Legal & general pure retirement scottish widows

At Adlington Law we enthusiastically embrace the implementation of new technology to improve the delivery of our services. With a proactive approach to work, together with regular updates for both clients and advisors, our turnaround times on our clients’ cases are market leading, without compromising on the friendly and caring service which we pride ourselves on.

Our nomination for the Best Conveyancer Award at the 2018 and 2020 Equity Release Awards is testimony to the impact we have made in the Equity Release market since 2015. Our ambition and aim is always to improve the speed and efficiency of the legal services we provide to our clients and we will never rest on our laurels.

We also offer a private client department that compliments the equity release work, enabling us to provide a ‘one-stop-shop’ for our clients. This helps in preventing unnecessary delays where certain additional matters need to be resolved.

Equity Release Purchase

With the growth in purchase cases using equity release, we have established a recognised department to deal solely with these instructions.  Our conveyancers accept the instructions to deal with the equity release, the purchase of a new property and, on most occasions, the sale of an existing property and a maximum of two file handlers will deal with three files in tandem to ensure continuity for your client.

If you have a case that you wish to instruct on, please either use our quote or online chat facility or, if preferred, please give our team a call and we will provide a personalised quote so that you can return to your client with figures that can be factored into your financial advice.

In addition to equity release instructions, we also offer the facility to deal with general conveyancing sales, offering a wider spectrum of services to our clients.  This service has also proven popular with financial advisors who have seen the service levels we provide to our clients and have chosen to instruct us on their own private matters.

Equity Release Awards Winner 2024

Equity Release Awards

Equity Release Awards