Estatesearch are committed to developing innovative technology that helps private client professionals to better support vulnerable clients.
Vulnerability can affect anyone, at any point in their lives, due to personal factors, life events or wider circumstances. Legal professionals play a key role in supporting people at these vulnerable junctures, whether it be a result of bereavement, illness, or loss of mental capacity.
Working closely with professionals, we aim to understand the key challenges faced, bringing data and technology to develop solutions that promote better client outcomes.
Our present range of products and services help professionals to achieve greater efficiency and mitigate risks associated with estate administration or managing financial affairs, including the prevention of fraud or financial abuse.
Jonathan qualified as a Fellow of the Institute of Chartered Accountants in England and Wales in 2002, working first at Arthur Andersen and then Deloitte. He later joined Selwyn Lim the founder of Calnea Analytics, and helped expand the business to become the UK’s largest provider of property market intelligence.
Having personally experienced the difficulties faced by Executors and Beneficiaries when managing an estate, and in particular some of the potential frustration dealing with the banking and the financial sector, Jon felt there was an opportunity for technology led products and services to improve client outcomes. Launching Estatesearch with Tony in 2018, Jon works closely with financial institutions of all sizes to raise awareness of the challenges faced by professionals and clients alike and to promote engagement with technological solutions to deliver better client outcomes.
Tony’s first career was as an Insurance Broker, co-founding a Top 50 UK Insurance Risk and Financial Services business. In 2004, he lead the formation of Argyll Environmental Ltd, rapidly becoming the leading provider of due diligence services to the UK Top 20 law firms.
Following a successful sale and acquisition by Landmark Information Group, he took over management and strategic responsibility for two market-leading Landmark trading divisions.
Tony’s third career as co-founder of Risq Ventures is building on his many years’ experience of providing high-quality service to property professionals, and with the launch of Estatesearch hopes to demonstrate how data and technology can create greater efficiency and risk mitigation services to support Executors, Deputies, Attorneys, Beneficiaries and the professionals supporting them.
Ben is an advocate for the ability of data and technology to revolutionise how legal services are provided. After training as an environmental consultant Ben joined Argyll Environmental providing environmental due diligence services to the legal, property and financial sectors. Specialising in contaminated land and flood risk assessments, Ben contributed to the development of market leading desktop assessment services by combining data with innovative assessment methods.
Since then Ben has supported some of the country’s most prestigious commercial conveyancing firms acting as their Service Delivery Manager while at SearchFlow. Ben’s approach has always been to actively listen to his clients to understand their problems and then develop technology led solutions. Ben firmly believes in the opportunities presented by emerging data and technology in delivering: both business efficiency for professional firms, and improved interaction with legal services for consumers.