READ WHY PRIMIS IS THE RIGHT CHOICE FOR YOU.

 
 

EVENTS TO HELP YOU GROW.

 
 

DO YOU WANT TO WORK WITH US AT PRIMIS?

About PRIMIS Mortgage Network

In 2018 our brokers in the PRIMIS Mortgage Network achieved*:

27,000
first time buyers helped in to their first home
68,000
Clients provided with a better mortgage deal
28,000
Existing homeowners helped to move house
77,000
clients advised to take out £20 billion of protection

*Source: Market Overview Update Report, January 2019

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.

How we do this

Performance. Our objective is to deliver great results and world class service for all our stakeholders including employees, brokers, and their clients. We will continuously look for ways to grow, and we will measure our successes and failures to drive continuous improvement.

Responsibility. We are all brand ambassadors. We take responsibility and own everything we do and will 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 client receives the best possible outcome.

Diversity. We think progressively and with diversity. We stay ahead of the market to help give brokers and their clients 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.

HOW WE DEMONSTRATE THIS

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.

OUR LEADERSHIP TEAM

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.

here’s what we offer

APPLY TO JOIN PRIMIS

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
young man and young woman on sofa with laptop having business meeting

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.

The joining process will take approximately one month. After that you will get access to all PRIMIS resources and our ongoing partnership will begin.

BEGIN YOUR JOURNEY WITH PRIMIS

Over 2,200 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.


WHAT OUR BROKERS SAY ABOUT US

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.

jon round PRIMIS group financial services director in black and white

Jon Round

Group Financial Services Director

Jon has built LSL’s financial services division, which incorporates PRIMIS Mortgage Network, into one of the largest mortgage and protection distributors in the UK. Jon is a qualified accountant and has been with the LSL group since 2004.
rajeev raj raichura PRIMIS group finance director in black and white

Rajeev Raichura

Group Finance Director

Raj joined LSL in October 2018 to head up the Finance, Accounting and MI functions for LSL Financial Services, which incorporates PRIMIS Mortgage Network. Prior to joining, Raj was CFO of Indesser - a UK joint Venture between Equifax Inc and Her Majesty’s Government for debt management. Before that, Raj held senior finance, commercial and director roles at Experian, Capita Plc and IBM. Raj is a member of the LSL FS Executive and is a qualified accountant.
toni smith PRIMIS chief operating officer director in black and white

Toni Smith

Chief Operating Officer

Toni has been in the financial services intermediary market for over 30 years. Her areas of expertise include product propositions, marketing, events and world class customer service through 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 rich coulson PRIMIS business development director in black and white

Richard Coulson

Business Development Director

Richard has over 34 years of experience in financial services, sales and distribution. During his career he has consistently made a positive impact. 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 infectious speaker and PRIMIS events are legendary for his input and enthusiasm.
Jane cross PRIMIS chief risk officer director in black and white

Jane Cross

Chief Risk Officer

Jane joined Personal Touch in January 2012 as Finance and IT Director before being appointed to CEO. Prior to this, Jane spent one of her three years at Jelf Insurance Brokers Limited as Finance Director; responsible for client money under CASS5 across the group and circa 40 staff in 7 locations throughout the UK. She also worked as Finance Director for two years at Clarke Roxburgh Insurance Group, part of Jelf.
paul nurding supervision director in black and white

Paul Nurding

Supervision Director

Paul has worked within LSL’s group of companies for over 30 years, initially within the Estate Agency Division and more recently in the intermediary networks. His primary role is to oversee the broker journey, from initial induction through to the attainment and on-going maintenance of competence. Paul controls one of the country’s largest field-based T&C supervision teams, providing local support to PRIMIS’ vast network of Mortgage and Protection Advisers. In addition, he manages the head office Quality Assurance and Training functions.

OUR LEADERSHIP TEAM

jay naylor PRIMIS marketing director in black and white

Jay Naylor

Marketing Director

Jay is an experienced marketer with over 10 years’ experience in financial networks. She has expertise across a range of other regulated industries, having previously worked for Wilmington Group plc.

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.

paul underwood compliance and risk director in black and white

Paul Underwood

Compliance & Risk Director

Paul has worked in the personal financial services industry for the last 32 years.

His career path has given him experience of all aspects of retail financial services. For 10 years Paul was a building society manager, selling products across the board. This included mortgages, savings, endowments, pensions, investments, life insurance and buildings and contents insurance. Paul then moved to head office in a 'second line of defence' compliance role for the above areas. Paul has continued to work in regulatory risk and compliance for the last 20 years.

He joined PRIMIS Mortgage Network on a permanent basis at the beginning of November 2016.

simon breakspear PRIMIS member services director in black and white

Simon Breakspear

Member Services Director

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.

victoria vikki jefferies proposition director in black and white

Vikki Jefferies

Proposition Director

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. She joined the network in April 2013 having previously worked for prominent brands such as Endsleigh Insurance and House of Fraser.
jo blackburn PRIMIS operations director in black and white

Jo Blackburn

Operations Director

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.

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.

cutout studio portrait of national sales director martin igoe

Martin Igoe

National Sales Director

Martin joined the industry in 1989, worked as an Adviser, Principal, Regional Sales Manager and Regional Sales Director. He worked in DA and Network space and has been part of the PRIMIS Mortgage Network since 2012. He specialises in Recruitment and Business Development.

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

cutout studio portrait of regional sales director brain shannon

Brian Shannon

Regional Sales Director
Northern Ireland

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

cutout studio portrait of regional sales director bob scott

Bob Scott

Regional Sales Director
North East and Yorkshire

Bob joined the Network in 2014 and has never looked back! Training, business development, recruitment and presentations are amongst his greatest strengths and passions. Another specialist area is increasing brokers’ profitability.

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

cutout studio portrait of regional sales director dave corbett

Dave Corbett

Regional Sales Director
South Midlands and the South

Dave has been with the Network since 2007 and has worked in financial services recruitment for over 20 years. He has always made it his mission to make brokers more successful, year on year. He’s a qualified adviser himself, so recognises how tough it can be, but also how rewarding.

07376 431 042
dave.corbett@primis.co.uk

cutout studio portrait of regional sales director trevor tait

Trevor Tait

Regional Sales Director
North West

Trevor has been with PRIMIS for over 16 years and has over 37 years’ experience in Financial Services. This includes advising on mortgages, protection, pensions and investments.

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

cutout studio portrait of regional sales director clare madge

Claire Madge

Regional Sales Director
South West and London

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

cutout studio portrait of regional sales director shaun clements

Shaun Clements

Regional Sales Director
South East

Shaun joined the Network in 2005 and has been in financial services for over 34 years. He’s experienced a broad spectrum of roles including administration, management and compliance before joining the sales team, He specialises in recruitment and growth of brokers. He’s passionate about our clients receiving the best advice and products that PRIMIS has to offer.

07725 211 259
shaun.clements@primis.co.uk

cutout studio portrait of regional sales director sally williamson

Sally Williamson

Regional Sales Director
Northern Ireland and Scotland

Sally has been in the financial services industry for over 20 years and has significant pension, investment, mortgage and protection experience. She joined PRIMIS in January 2019 so is one of the newer team members. She currently works with firms in Northern Ireland and Scotland, and focuses on their growth.

07917 158 284
sally.williamson@primis.co.uk

cutout studio portrait of regional sales director victoria vikki lacey

Victoria Lacey

Regional Sales Director
Midlands

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.lacey@primis.co.uk

OUR EXTRAORDINARY EVENTS

PRIMIS’ annual Recognising Excellence Conference is designed to motivate, educate and recognise our highest quality brokers. After a day’s exhibition and conference follows a prestigious black-tie awards dinner with amazing entertainment.

Our Elite VIP ‘red carpet’ qualifiers receive an exclusive invitation to our bi-annual overseas event. They are flown to a culturally rich destination for a meeting, private dining and a wonderful networking opportunity amongst their peers. Sharing experiences and knowledge enriches relationships and drives success amongst like-minded individuals. Competition for a coveted place is fierce!

Recognising Excellence is a UK based event enabling our winners to share best practice and indulge in fine dining in beautiful surroundings. Similar to our overseas version, our brokers strive hard to be part of this prestigious event and enjoy recognition for their outstanding business contribution.

What makes PRIMIS

The leading mortgage and protection network?

Find our here.
Get a taste of what’s available

PRIMIS’ proposition is world-class.

Discover more here.
PRIMIS are committed

to driving growth and competitive advantage for our brokers.

Find out how.

KEEP UP-TO-DATE

28th March 2019 in Mortgages, Propositions

Specialist lending can do more for your clients than you may think…

In an increasingly changing and diverse mortgage market, knowing where…
Read More
22nd March 2019 in General Insurance, Propositions

A lot extra – Buildings and Contents insurance

Buildings and Contents insurance is a must for any homeowner.…
Read More
22nd March 2019 in Propositions, Protection

Mother’s Day

The dictionary describes a mother as: Mother: – A woman…
Read More
22nd March 2019 in Propositions, Protection

Protect yourself and your business against fraud

There have been several instances where network brokers have been…
Read More

Free to download

Complete the form below to access our suite of free downloads and to opt in for receiving our marketing communications.


PRIMIS Pride press February back page
PRIMIS pride press february internal layout
PRIMIS Pride press february front cover child protection

Free to download

Complete the form below to access our suite of free downloads and to opt in for receiving our marketing communications.


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 mbhr@lslps.co.uk