NEW ACHIEVEMENTS
PRIMIS Mortgage Network are part of LSL Property Services plc. 2020 H1 results for the Financial Services division highlighted:
*Source: LSL Interim Results, August 2020
To be the leading UK distributor of mortgages and related insurance, providing world class support for brokers to create an environment that enables our brokers to deliver high quality advice and services to their clients.
Performance. Our objective is to deliver great results and world class service for all our stakeholders including employees, brokers, and their customers. We continuously look for ways to grow, and measure our successes and failures to drive continuous improvement.
Responsibility. We are all brand ambassadors. We take responsibility and own everything we do and deliver exceptional, professional and responsive experiences for all our stakeholders. We pride ourselves in our passion and in going the extra mile to build valuable long-term relationships.
Integrity. We are uncompromising in our integrity and our principled approach. We respect one another and work together collaboratively to ensure the end customer receives the best possible outcome.
Diversity. We think progressively and with diversity. We stay ahead of the market to help give brokers and their customers access to the best products and services at all times. We work together as a diverse yet united team to achieve the best outcomes. We share ideas and feedback positively to continuously improve.
Expertise. We are experts at the services we provide to our brokers and look to continuously enhance our skills and offerings. We take PRIDE in being the best at what we do.
PRIMIS Mortgage Network brings the power of First Complete Ltd, Advance Mortgage Funding Limited and Personal Touch Personal Finance Limited together under one roof so we can provide our brokers with world class support that is second to none.
PRIMIS Mortgage Network are part of the LSL Property Services plc and are backed by their extensive financial services experience and knowledge.
1990
Pink Home Loans formed
1997
Personal Touch Financial Services formed
2005
Home of Choice formed
2010
Pink Home Loans acquired by LSL
Home of Choice purchased by LSL and rebranded to First Complete
Mortgage Strategy, Financial Adviser Five Star Service Award
Mortgage Strategy, Best Mortgage Network
2011
Mortgage Strategy, Financial Adviser Five Star Service Award
2012
Mortgage Strategy, Financial Adviser Five Star Service Award
2013
Mortgage Strategy, Financial Adviser Five Star Service Award
2014
Mortgage Strategy, Financial Adviser Five Star Service Award
Mortgage Strategy, Best Network
2015
Mortgage Strategy, Financial Adviser Five Star Service Award
2018
LSL Property Services acquires Personal Touch Financial Services.
First Complete, Pink Home Loans (Advance Mortgage Funding) rebrands to become PRIMIS
Mortgage Network.
2019
Personal Touch Financial Services (PTFS) rebrands to become part of PRIMIS Mortgage Network.
PRIMIS win Financial Reporter’s “Best Network” award
PRIMIS win Mortgage Introducer’s “Network of the Year” award
LSL win Precise Mortgage’s “Distributor Group of the Year” award
Toolbox wins The London Institute of Banking & Finance’s “Best Technology Initiative – United Kingdom” award
PRIMIS win Scottish Widow’s “The Protection Needs of Customers” award
2020
PRIMIS win Moneyfacts’ “Mortgage Network of the Year” award
PRIMIS win AIG’s “Best Crisis Response” award
PRIMIS win Mortgage Strategy’s “Best Network 300+ ARs” award
PRIMIS win COVER’s “Best Intermediary Promotion of Protection/Health”
PRIMIS win Mortgage Introducer’s “Mortgage Network of the Year”
Our Awards
Award Wins 2020
Award Finalists 2020







here’s what we offer
Services for our brokers
Supporting brokers is key to the success of their businesses and providing the best outcomes for their clients. PRIMIS Mortgage Network has over 300 dedicated employees to ensure brokers get the answers they need.
Meet our team
View our proposition
Recognising excellence
PRIMIS Mortgage Network works hard in partnership with brokers to help drive their businesses to be the best. When brokers achieve their goals we recognise and celebrate their achievements with them.
Learn how PRIMIS do this in a variety of ways
Bespoke technology
Our exclusive system – Toolbox – facilitates successful outcomes, reducing the time spent on the administration of each case. Toolbox can:
- Increase advice efficiencies
- Drive lead generation, sales and quality
- Offer high level security and compliance
- Facilitate seamless integration to sourcing systems
- Continuously evolve to meet brokers’ needs
A brief overview of toolbox
Sharing expertise
PRIMIS work hard to give brokers the right training, support and propositions to ensure their clients receive world class service. Providing opportunities for brokers to improve their technical understanding, product knowledge and anticipating the changing regulatory and client landscapes is where PRIMIS adds value. This enhances brokers’ quality of business and levels of service to their clients.
Discover our development programme

CHOOSE PRIMIS
Start your PRIMIS journey today in just a few steps:
- Our team will get in touch to find out more about you and your business.
- Your local Regional Sales Director will visit to explain how we can help you maximise your business and to answer any questions you may have.
- We’ll support you in completing the necessary paperwork.
- Our on-boarding process includes online mandatory courses and meeting the people behind extended support services.
BEGIN YOUR JOURNEY WITH PRIMIS
Over 2,400 brokers enjoy the benefits of being part of the PRIMIS Mortgage Network. If you’d like to learn more about how your firm could reap the rewards too, please complete this brief contact form and we’ll be in touch to see how we can help you.
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WHAT OUR BROKERS SAY ABOUT US
”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
MEET THE TEAM
OUR EXECUTIVE TEAM
PRIMIS Mortgage Network are the UK’s second largest mortgage network. Built upon the strength and success of our brokers. Facilitated by market leading technology. Supported by passionate and professional individuals.





Victoria joins us from Sutherland Global Services where she held the role of Compliance and Risk Director. In addition to this, she has extensive industry experience and has worked in senior roles for a number of mortgage lenders and servicers.

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.

07932 432179
martin.sykes@primis.co.uk
OUR LEADERSHIP TEAM

Since her appointment to Marketing Director in early 2018, Jay has taken responsibility for the delivery of all marketing, broker and internal communications, financial promotions and events across PRIMIS Mortgage Network.



07947 813 169
martin.igoe@primis.co.uk

Dave was appointed Training Director in September 2020 and is responsible for all Adviser and Employee training delivered within Primis Mortgage Network, ensuring that it adds real value to the individual’s or their businesses.
07545 225 178
david.woodbridge@primis.co.uk
OUR REGIONAL SALES DIRECTORS
Our Regional Sales Directors cover the length and breadth of the UK working in partnership with our brokers. Our strong relationships are key to maximising growth and ensuring success.

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

07956 973 346
bob.scott@primis.co.uk

07721 978 007
trevor.tait@primis.co.uk

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

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

michele.macgregor@primis.co.uk

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

Jonathan.needham@primis.co.uk
07535 272966

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

James.mcnee@primis.co.uk
07814 543722

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
OUR EXTRAORDINARY EVENTS
To reflect the current situation we have adapted our events programme to become virtual experiences. Brokers and provider/lender partners across the UK have joined us from the comfort of their own homes for business as usual, during these unusual times.
Our virtual event programme includes:
- Regional Sales Meetings
- Protection Excellence
- Mortgage Excellence
- General Insurance Excellence
- Income Protection Masterclasses
- Social Media Masterclasses
- Trust Workshops
Sharing best practice at these events is what makes PRIMIS different. To experience it for yourself, please contact training@primis.co.uk to join us and get a flavour of what we can offer you.
Our face-to-face event programme includes our annual Recognising Excellence Conference, our Elite VIP overseas events and our UK-based Recognising Excellence event. We hope to continue our usual programme of face-to-face events when circumstances permit us to do so safely.
KEEP UP-TO-DATE
LET’S GET SOCIAL


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DO YOU WANT TO WORK FOR PRIMIS?
We’re always on the lookout for great people. If you’d like to join us in the PRIMIS offices in Chippenham or Solihull, or the wider LSL community, please view current vacancies via the LSL portal below or send a speculative CV to Talent@lslps.co.uk.
