About PRIMIS Mortgage Network

Jon was appointed as Group Financial Services Director at LSL Property Services in 2010. Jon has built LSL’s financial services division, which incorporates PRIMIS Mortgage Network and TMA, into one of the largest mortgage and protection distributors in the UK, with around 2,400 advisers in its Appointed Representative network. TMA is one of the fastest-growing mortgage clubs for DA advisers. Jon joined LSL Property Services plc in 2004 from Aviva. Jon has over 30 years’ experience in financial services, having started his career with Eagle Star where he qualified as an Accountant in 1990.

Toni has been in the financial services intermediary market for over 33 years. Her current areas of responsibility include product propositions, IT, marketing and communications, events, Broker Services (on boarding), commissions and payments, supervision, training and customer outcomes review team. She prides herself and teams on world class customer service through exceptional operational management. She has been part of the Network since May 2010. Previous to this, her history included, Home of Choice, Openwork, Zurich and Allied Dunbar.

Richard is a qualified accountant and a highly knowledgeable risk and compliance professional. He has worked both within a variety of financial services companies and other commercial organisations including PLCs and Private Equity firms. He has considerable experience in implementing and managing change. He was the Risk & Compliance Director that, as part of a transformation team, modernised the operational delivery for NS&I. Richard has worked in several roles with the lending environment and has spent a large amount of time within the mortgage market. This included being part of a team that set up Tesco Mortgages. Richard has moved within the LSL Group from his role as Risk and Governance Director at esurv to Chief Risk Officer of LSL Financial Services.

Richard has over 34 years of experience in financial services, sales and distribution. He was appointed as Business Development Director of First Complete in May 2010 and swiftly launched the ‘One Sale a Day’ for protection sales concept in July 2010, and the ‘501’ concept the following year. Richard is an eminent industry speaker and the PRIMIS events are legendary for his input and enthusiasm. During his career he has consistently grown sales and distribution and prior to PRIMIS Richard held a variety of roles within Home of Choice, Zurich and Allied Dunbar.

Simon has worked in financial services for over 30 years across a broad spectrum of distribution models with diverse functional responsibilities.

Simon’s experience has equipped him with a knowledge of sales, quality and performance management, whilst adhering to robust governance, compliance and competency frameworks. Leading significant project work-streams has also provided him with strategic insight into risk management and adding value to the business.

Before joining PRIMIS, Simon was a regional manager with Zurich Advice Network. He had overall leadership of financial advisers, spread across eight offices in the region. Simon went on to become managing director / head of financial services for Nationwide Independent Financial Services Ltd where his main responsibility was overall leadership of Independent Financial Adviser (IFA) business for Nationwide Building Society regional brands.

Martin has over 20 years compliance experience across Networks, Wealth Managers and Private banks. He held senior compliance positions at DBS Financial Management and Sesame before joining and co-owning a specialist Compliance Consultancy, Insynergi. During twelve years in consultancy Martin ran major compliance projects and interim management assignments across a wide range of firms including Deutsche Bank, KPMG, Personal Touch and various wealth and mortgage Network businesses. He also acted as Expert Witness and adviser in numerous advice and systems and controls based litigations. Martin has a degree in Economics from the University of Newcastle and a Masters Degree in Behavioural Science from the London School of Economics.

07932 432179
martin.sykes@primis.co.uk

Jo has over 25 years in Financial Services, specialising in the regulatory supervision of advisers.

Jo’s role as Supervision Director will encompass responsibility, oversight and accountability of adviser risk and regulation, including training, supervision and CORT teams.

Jo previously worked at Mortgage Advice Bureau as Head of Adviser Risk, incorporating governance, risk and a number of compliance responsibilities. Prior to that she worked for Santander plc, and Post Office Financial Services, gaining experience in a number of roles incorporating both Sales and Risk.

Vikki has over 20 years’ experience in financial services. She is a product and proposition specialist who has significant experience in sales, marketing, business development, project management and product development. Her current role encompasses responsibility for all product proposition across PRIMIS Mortgage Network and for our events programme. She joined the network in April 2013 having previously worked for prominent brands such as Endsleigh Insurance and House of Fraser.

Jo is an experienced Operations Director with a long history of working in the Financial Services industry dating back to 1990. Her career has included roles within both Zurich and Allied Dunbar, and most recently with the Network in February 2017. Skilled in business transformation, customer service, project delivery and stakeholder management - a strong operations professional with a passion for world class customer service. Jo currently has oversight of adviser and firm recruitment, AR commission payments and the Customer Outcomes Review team.

07947 813169

Brian has been involved in recruiting and developing Appointed Representatives for over 20 years. He loves to help build businesses from scratch see them grow successfully.

07802 806 691
brian.shannon@primis.co.uk

Claire joined the Network in 2005. She has enjoyed working with advisers and firms through some interesting times and successful times. She’s passionate about all things PRIMIS. She specialises in helping brokers start up new firms and gleans enormous satisfaction watching them succeed.

07917 048 381
claire.madge@primis.co.uk

Victoria been in the financial services industry since 1986. She has been a very successful adviser, busìness owner and has spent the last 11 years recruiting and developing businesses. Working with firms, goal setting, sales training, maximising income from all sources is her speciality. She inspires firms and advisers to succeed.

07947 812 823
victoria.jenson@primis.co.uk

07961 477 701
michele.macgregor@primis.co.uk

Chris has eight years of financial services experience and joined PRIMIS in January 2020. He is the youngest Regional Sales Director in our history. His main responsibility is to develop and strengthen its growing broker community. Chris’ extensive expertise in building strong candidate databases helps PRIMIS firms maximise their growth potential.

07783 418 948
chris.astle@primis.co.uk

Scott has 14 years of experience in sales and business development which he gained across several industry sectors before he found financial services. He has spent recent years recruiting with another Network and specialises in start-up businesses. Scott’s friendly and honest approach gives him the ability to offer an elite, consultative experience for clients. His primary responsibility with PRIMIS is to develop and grow our network of advisers.

07973 879597
scott.mcallister@primis.co.uk

Donald has worked within the LSL Group for over 20 years. In the early years Donald’s previous roles included Adviser, Trainer and Compliance Manager, then he moved into the network head office environment and was appointed as Compliance Operations Director.

As Sales Director (Group AR) Donald now manages the day-to-day business relationship between PRIMIS and the directors and management teams of LSL Group’s Appointed Representative businesses. This includes Embrace Financial Services, Mortgages First, RSC New Homes, First2Protect Insurance Solutions and Linear Financial Solutions.

07939 537 635
donald.fraser@primis.co.uk

Influential Senior Sales Director with extensive experience and a sustained record of success in the Financial Service marketplace. Extensive background in recruiting, training and key account management, leading complex sales management programmes to achieve challenging objectives in a highly regulated industry. A pragmatic leader and highly respected team player who creates robust strategies to translate vision into reality. Strong analytical, problem solving and decision-making skills with a passion for customer care and quality together with excellent communication skills.

James joined financial services in 1997, falling into recruitment with LSL Property Services plc in 2010. Since then, James has been charged with LSL’s senior level recruitment across the wider LSL group, alongside his main role of recruiting for the 900 partner firms (ARs) of PRIMIS Mortgage Network.

James.mcnee@primis.co.uk
07814 543722

Jim is a “day one” member who has been in the industry for 40 years and loves working with and supporting brokers. He has 26yrs industry selling experience and 14yrs in support.

Jim’s primary role is in assisting brokers in any way he can to grow their business and in particular to help increase their Home Insurance sales. He is also able to offer IT support and Toolbox Training.

jim.holleran@primis.co.uk
07725 211258

Dave has worked in financial services for 15 years and been involved in FS Networks since 2008 when he joined Personal Touch.

With a strong learning and development background, Dave has worked heavily on supporting businesses grow and run effectively.

07545 225 178
david.woodbridge@primis.co.uk