Getting to know you

Getting to know you: James Travers, Darlington Building Society

Name: James Travers Age: 38 Location: Teesside Firm: Darlington Building Society Education: CeMAP Specialty: Self-build Interests: The three Fs...

Getting to know you: Lee Trett, Echo Finance

Name: Lee Trett Age: 43 Location: Wirral Firm: Echo Finance, Leadcrowd, Money Helpdesk Education: Fully-qualified mortgage, protection...

Getting to know you: Phil Lawford, Furness Building Society

Name: Phil Lawford Age: 54 Location: Midlands Firm: Furness Building Society Education: School of life Specialty: Individual underwriting Interests:...

Getting to know you: Heather Greatorex, Heath Mortgage Solutions

Name: Heather Greatorex Age: 28 Location: London Qualification Year: 2021 Firm: Heath Mortgage Solutions Education: 2:1 Psychology degree Specialty:...

Getting to know you: Saul Conway, AS Financial

Name: Saul Conway Age: 45 Location: London Qualification Year: 2003 Firm: AS Financial Specialty: Financial Services Entrepreneur Education: Honours Degree...

Getting to know you: Mike Lawlor, Integrity Wealth Management

Name: Mike Lawlor Age: 48 Location: High Barnet Qualification Year: 2004 Firm: Integrity Wealth Management Specialty: Large loans Education: Politics...

Getting to know you: Jack Davidson, London Money

Name: Jack Davidson Age: 36 Location: Kent Qualification Year: 2025 Firm: London Money Specialty: Holistic advice Interests: Travelling, eating out...

Getting to know you: Darren Deacon, Family Building Society

Name: Darren Deacon Age: 52 Location: Home based, Leicestershire. Head office, Epsom Qualification Year: Started in banking in August 1989 Firm: Family...

Getting to know you: Luther Yeates, Orton Financial

Name: Luther Yeates Age: 29 Location: Bristol Qualification Year: 2017 Firm: Orton Financial Specialty: Complex requirements, i.e. working abroad,...

Getting to know you:  Luisa Ciccarelli, Trinity Financial 

Name: Luisa Ciccarelli Age: 24 Location: Office - Islington, London. Home - Hertfordshire Qualification Year: 2022 Firm: Trinity...

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COMMENT

The 12 Days of Christmas: Staying front of mind when clients go quiet

December has long been a quiet month for mortgage advisers. By mid-November, many client conversations slow or pause entirely, often with the familiar refrain:...

Why UPRNs and data standards are central to the next generation NLIS

In October 2025, through the Fourth Round of the Regulators’ Pioneer Fund (RPF), Government’s Regulatory Innovation Office (RIO) has awarded Land Data a grant...

AGENT VIEW: I know I’m not a mathematician but to me 6.5 x is the new 3.5 x

Nostalgia isn’t what it used to be, as they say, and in an era of creeping inflation, job insecurity and the menacing spectre of...

Surveying industry undervalued in race to the bottom

After a 16-month break from the property industry I returned to find a landscape that had shifted more than I expected. The private B2C surveying...

Why the human relationship still defines real estate lending

AI is now a core driver of transformation in financial services and is reshaping the foundations of real estate lending. According to AllAboutAI.com over 85%...

Latest news

Scottish rent controls blamed for surge in annual rent hikes

Scotland’s rent control regime has led to a sharp rise in the proportion of...

L&G sells surveying arm to Beach Equity

Legal & General has agreed to sell its long-standing surveying division to Beach Equity,...

Santander makes third round of November rate cuts as pricing drifts lower

Santander will cut a wide swathe of its residential and buy-to-let pricing next week,...

Later life lending must become ‘mainstream priority’, following FCA reform speech

Will Hale, chief executive of Key Advice & Air, has urged the mortgage industry...

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