”I chose PRIMIS as they offer the best variety of lenders and providers and there is no loading on customers’ policies. Most importantly of all, I chose PRIMIS due to work ethics and values that they promote. They show genuine care about clients’ protection, something which is always close to my heart and family. I feel that I have great support and training, plus spot on compliance!

Aga Gronkiewicz - GRN Financial Services

”We have been very impressed with what PRIMIS has brought to the table. From their very positive and motivational outlook, including great events, to their regular training days, which we always take something away with us to improve our business. The staff are very engaging and want to help us improve not only our quality of advice but also expand our offering to our clients. We have seen a big sales uplift which not only helps us but more importantly helps our clients get better service and products.

Their investment in Toolbox will be a big leap forward for everyone and can only see our business go from strength to strength with all their help and support. We look forward to working with them going forward as our network.

Greg Harrison - Harrison Financial Services

”I have been an AR of PRIMIS for over eight years and have found their approach to be consistent with a real focus on excellence.

From day one I have had a dedicated RSD who really does offer as much support as I have needed and wanted over the years.

PRIMIS offer the ability to mix and learn from the very best in the industry, and my business has benefited greatly from this access.

As a network I have found PRIMIS to be easy to deal with and extremely transparent with regards to their thought processes and future direction.

John McComiskey - Business Protection Solutions

”It had to be PRIMIS for me. The senior management team is strong and I can honestly say they’ve changed my life and that they genuinely care. PRIMIS makes running my own business much easier, the support and training available is amazing. I’ve also had fantastic support in recruiting new advisers and setting up my own will writing and B&C companies. I can’t get over how good the Protection Excellence events are, I would have paid to go on it. Being part of PRIMIS means I have access to exclusive lenders and have their support when I need it for my clients. The compliance guidance and systems are great - I can focus on clients and giving advice, knowing that everything else is taken care of.

Roger Parry - Fulcrum Financial Ltd

”Since joining the network in 2014 I have received nothing but consistent business support and inspiration from the whole PRIMIS team. The whole proposition is geared towards providing the perfect solution for our clients whilst also facilitating our firm to grow through training and motivational workshops. We wouldn't want to be anywhere else.

Steven Bates - Giraffe Financial LLP

”We have been delighted with the help and support PRIMIS has brought to our business since they acquired Personal Touch. Dave Corbett, our Regional Sales Director, has been especially useful with ideas on target setting and motivating our staff on protection sales. We also greatly benefited from attending the Protection Excellence event, which has dramatically increased our protection sales. Overall we feel really positive about the future with PRIMIS and certainly would recommend any broker or broker firm joining the PRIMIS family.

Barry Somers - Somers Financial Ltd

”It’s great to be part of an adviser network that’s pro-actively looking to support advisers and offers more than an outsourced compliance team.

The PRIMIS network has a range of knowledge, resources, and experience to draw upon, should you want to take advantage of it, but (of course) that’s your choice. Whatever you may be looking for from a network, I’m confident that the PRIMIS team can and will provide.

Matt Colley - Moving Experience

”I became an Appointed Representative of Pink Home Loans in May 2011, we are now part of PRIMIS and I could not feel more supported. My business has grown so much during the last 8 years, all with the support of both the regional and national team. We receive so much product and sales training to help us build our business. It’s sometimes a lonely place being a business owner but at PRIMIS there is always someone to talk to and get guidance from. I am very proud to be part of PRIMIS.

Jennifer Yates - Mortgages Made Simple Ltd

”From day one, PRIMIS has been an integral part to the success of my business...it’s no surprise that PRIMIS, and LSL as a whole, are fast becoming the top player in the mortgage market.

Martin Green - J & M Green Mortgage Services Ltd

”PRIMIS has been with our business from inception and been an integral part of my company’s growth. We started in early 2014 with four of us, by the end of 2018, I had 23 staff and turning over circa £1.5m per annum. At various stages along the way, PRIMIS (and the senior people within LSL as a whole) have helped us immeasurably.

At the most basic level, we have access to the best products in the market, which is crucial. Through to seminars and events that cover all that you would expect with great sales skills sessions, but right up to how to develop your business as it grows. Even including helping us with funding when it was required. I’m not aware of another network that takes such a hands-on approach with its firms if you want that. Obviously, you don’t have to, but that would be your loss as we all benefit greatly from sharing ideas.

I have no doubt that our business would not have grown as quickly, or as well as we have, without the support of PRIMIS and long may that continue.

Richard Campo - Rose Capital Partners Limited

”“We’ve been part of PRIMIS since the beginning. Our business wouldn’t be where it is today without the guidance and support we’ve received throughout our journey. The seminars and training have been invaluable. We have seen a huge increase in revenue over the past few years after applying the things we’ve learned from the ongoing training and support offered by PRIMIS. We are achieving numbers now that we didn’t believe were possible and this only continues to grow. A special mention goes to Richard Coulson’s Protection Excellence courses, which are not to be missed!”

Phil Clarkson - Clover Financial Solutions Ltd

”PRIMIS network is world class. The support we receive is second to none and PRIMIS has both helped and encouraged my business to flourish. If you’re thinking of changing networks to someone with a distinct advantage, I would definitely recommend PRIMIS.

Ian Lewin - Ian Lewin

”Being part of the PRIMIS family has helped us as a small business in an immeasurable way. The network of support available from PRIMIS helps us to add value to our business which has enabled us to grow significantly. PRIMIS give us access to a vast selection of lenders and providers including exclusive rates, which gives us an edge over the competition in our local area. We are so proud to belong to such a wonderful network.

Tricia Kennedy - Mortgages4Plymouth

”The level of support I get from PRIMIS is fantastic. I could not praise them enough because they have supported us all the time with anything we have asked. Compliance is also there to really help, not hinder us at all. We have a great relationship with other self-employed people in the network and we all help each other out, as there is never any rivalry. We often have brainstorming sessions with other delegates and this really helps our business.

As far as providers go, we have a large panel we can choose from. The fact we don’t have loaded premiums has helped with so many of my sales and helps hugely with building trust with clients.

Fiona Rhys-Jones - LL Financial Solutions

”I joined First Complete (now PRIMIS) just over four years ago and have not looked back.

I spent 24 years as an adviser with Legal & General and wanted to move to a company that could offer many different options for protection policies and that could deliver a future for both myself and my firm.

The support I have received since joining the network is second to none, right from the top with Richard Coulson and Brian Shannon right through to the commission, training and supervision departments.

The aspect that I value most is the interest that all at the PRIMIS family place on my individual business and other businesses. They are extremely helpful and we have maintained constant growth year-on-year since we joined.

The support comes in many ways including individual meetings with my RSD, regional meetings, training days, double your business courses and the twice-annual sales conferences.

Tony McCormick - The Mortgage Company (NI)

”PRIMIS is, according to the judges, the network with the best technology – with Toolbox especially praised – the best event calendar and the network with the best rating from lenders. “A great achievement,” was the conclusion after a barnstorming presentation.

Mortgage Strategy Award Judges, 2020