LSL Property Services plc have reported annual trading results for 2022.
PRIMIS Mortgage Network brings the power of First Complete Ltd, Advance Mortgage Funding Limited and Personal Touch Financial Services Ltd together under one roof. We are part of the LSL Group and backed by their extensive financial services experience and knowledge.
We provide mortgage and protection advisers with world class support that is second to none. From training, events and business development to regulatory guidance, technology and a broad product panel, we are passionate about helping advisers achieve their goals and consistently deliver good, appropriate, customer outcomes.
LSL Property Services plc (LSLPS) are PRIMIS’ parent company. LSL Financial Services is the largest strategic division within LSLPS, in which PRIMIS are an integral part. 2021 year end results highlighted:
Underlying profit increased to £49.3m
LSL’s share of the total UK purchase and remortgage market increased to almost 10%
Financial adviser numbers increased by a record 273 year on year to total 2,858
Gross revenue per adviser increased, sharing success
*Source LSL full year results, March 2022 View the full results here.
Our Award Nominations
WHAT OUR BROKERS SAY ABOUT US
”PRIMIS have been a breath of fresh air compared to our previous network. The support we received not only during the onboarding process, but since we officially became an AR for PRIMIS,, has been simply brilliant. The ongoing guidance, training, workshops and huge support network we now have access to have been pivotal in us being able to grow our business in the last 12 months and take on new members of staff.Doug Miller, Lansdown
They always encourage firms to share best practices at the regular events they host, and it has enabled us to put in place some pretty big expansion plans over the next few years, something we know we simply wouldn’t have achieved under another network.
PRIMIS put their firms, and their clients, truly at the heart of absolutely everything they do. We cannot praise them highly enough.
”In 2021 I realised my ambition of becoming a principal and felt a great sense of achievement, with a different outlook. The process was fairly seamless and the support from PRIMIS was first class. They broke it into small pieces and were always there to help. I look forward to recruiting and training my first advisers. Onwards and upwards!Jeff Moore, Principal of Jeff Moore Financial
”PRIMIS provides a great blend of sales and growth support, coupled with robust compliance to ensure your business moves forward safelyJohn McComiskey - Managing Director, BPS Group
”I found the entire Leadership Excellence day useful and engaging throughout. As a small broker firm, I found it was really good to be able to meet other brokers and exchange ideas and tips.Jonathan Cabble, Company Director at Tunley Financial
The fast pace was great and the key speakers were inspiring - we all left raring to go. Thanks again Rich, Claire and the team!
”Leadership Excellence is an amazing event: a meeting of great minds and lots of new ideas. It’s great to be part of the very best network, who support and encourage us to reach out to each other. I met some amazing people, cementing the belief that we are stronger together!Jude Clayton, House of Mortgages
”I just wanted to say a massive thank you for the Leadership Excellence event! It’s probably the best course I’ve been on – I got so much out of it and my head is absolutely fried with a million different ideas on how we can improve our business.Anthony McGoldrick, Director of MortgageWise
”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
”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
”PRIMIS is a dependable, must-have business partner in these turbulent times. They not only deliver compliance support, they invest in you. The lion never sleeps and PRIMIS encourages you to reach your full potential. PRIMIS helps you succeed and grow, backed by the strength of the pride.Roger Phillips, Senior Partner at MTGE
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.
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.
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
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.
BEGIN YOUR JOURNEY WITH PRIMIS
MEET THE TEAM
THE PRIMIS MANAGEMENT COMMITTEE
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.
Under Jon’s leadership, PRIMIS has grown both organically and through acquisition and is today recognised as the UK’s largest mortgage network. Many of the other individual brands have also been independently accredited as leaders in their field.
Dom joined the LSL Financial Services business after spending over a year as the LSL plc Director of Group Finance. Prior to LSL, Dom spent most of his career in the Telecommunications sector in most aspects including mobile, broadband and satellite broadband in companies such as O2, Telefonica and TalkTalk. Most of that time Dom has worked through every aspect of supporting businesses in a finance capacity and significant amount of his recent career supporting businesses through commercial growth and change.
Ewan has joined PRIMIS to lead the technology function’s strategy and delivery as Chief Technology Officer.
07917 048 381
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.
I’m a Mortgage Solutions Change Maker, read more about how this makes a difference to our environment.
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.
Simon’s experience has equipped him with grounded knowledge and expertise of working within a highly regulated environment. Leading significant strategic project work-streams through to successful conclusion.
Before joining PRIMIS, Simon was managing director 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.
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.
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
07947 812 823
07783 418 948
With a strong learning and development background, Dave has worked heavily on supporting businesses grow and run effectively.
07545 225 178
He worked for Standard Life in the 2000s helping advisers maximise their success with client financial planning, customer outcomes and business growth. Over the past 15 years he has worked with Nationals and Networks recruiting quality advisers and Appointed Representative firms. Oli would love to work with you and can share promising case studies of how he has added significant profit and simplification of working for other firms and principals.
07496 573 955
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
Vick has a long history in the Financial Services industry, joining Allied Dunbar/Zurich back in 1997, moving to Home of Choice in 2005 and latterly LSL since 2010. She is passionate in her support to PRIMIS firms, helping them achieve their goals with outside the box thinking, targets and goal setting. Vicki has infinite PRIMIS knowledge/experience and works with a collaborative approach with firms and internal teams, always focussing on delivering world class customer service to our firms and advisers.
Sam initially joined PRIMIS in 2018, working as part of the Fees Team before taking on a new role in the Sales team in 2021. As a Regional Sales Director, Sam has recruited and supported businesses across the South Region, focusing on supporting firms with social media and marketing with a particular focus on recruitment, marketing and implementing business growth strategies.
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.
OUR REGIONAL SALES SUPPORT TEAM
Our Regional Sales Support team work closely with our Regional Sales Directors, providing support and facilitating the sharing of knowledge and best practice throughout our diverse mix of brokers.
Kate has a wealth of financial services experience, beginning her career at Personal Touch in 2012 and moving to PRIMIS in 2017. Kate joined the Sales function in 2023, bringing her training, learning and development expertise to help support our network growth.
Gina joined the LSL Group in 2000 having worked in Financial Services throughout her career, predominantly within Compliance / Customer Services Management. Her solution-focused mind-set is a perfect attribute in her role working closely with the Recruiters, supporting new AR firms during their application and on-boarding journey.
Nicola has worked in various roles within Mortgage & Protection Financial Services since 1998 including Advising, Underwriting & Supervision and has been part of First Complete/PRIMIS since 2014.
Nicola has a wealth of experience in working with our new firms and Advisers supporting them with their journey into PRIMIS and takes great pride in watching them grow into successful businesses.
Michelle has been with PRIMIS for 5 years after relocating from South Africa. She started her PRIMIS journey in Broker Services, and moved to the Sales team in 2022. Michelle supports the firms in the North West and Midlands, dealing with any issues or queries that arise and assisting them with implementing their growth plans, and works very closely with the Regional Sales Directors in these regions.
OUR EXTRAORDINARY EVENTS
Our events programme includes a hybrid of virtual and face-to-face experiences. This enables brokers and provider/lender partners to meet across the UK.
Our virtual event programme includes:
- Regional Sales Meetings
- Protection Excellence
- Mortgage Excellence
- General Insurance Excellence
- Income Protection Masterclasses
- Trust Workshops
Our face-to-face event programme includes our annual Recognising Excellence Conference and our UK-based Recognising Excellence event.
We relish sharing brokers’ successes and recognise them in a variety of ways: celebratory dinners, prestigious events and awards. This fosters a culture of positive competition, based on quality business placed ensuring the right outcome for our customers, as well as an ethos of sharing best practice and celebrating each other’s successes.” To experience it for yourself, please contact email@example.com to join us and get a flavour of what we can offer you.
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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.