ABOUT TMA.
TMA prides itself in supporting Directly Authorised Business Principals to go further, achieve their business ambitions, and support their advisers to deliver the best and most suited advice to their customers.
We do this through our innovative training programme, cost-saving technology solutions, flexible compliance support and bespoke relationship management. We design our propositions with the aim of supporting our members through the regulatory landscape, and with both personal and professional development opportunities.
As part of LSL Property Services Group of companies, we benefit from its economy scale and from the skills and expertise of its compliance, finance and IT development teams, which allows us to provide our members with exclusive access to some of our leading group propositions. Find out more about the other LSL brands below…
TMA has one job to do… to look after you!
OUR MISSION...
TMA can be the BASE camp for your business. Our mission is to provide our members with a bespoke consultancy service to help them go further, and adapt to the ever-changing market. We do this by providing them with innovative and cost-saving technology solutions, a wide range of support services and by using our expertise.
OUR VALUES...
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.
PRIDE OF THE MONTH AWARD...
As part of our commitment to ensure we live up to our values, every 2 months every member of the TMA team nominates a colleague who they believe have acted with ‘PRIDE’, and they must provide at least one example.
Our PRIDE Winner is Leah Williams…
Leah was nominated by several of her colleagues for the updates she has implemented on the website. Leah at looked at our broker journey to see how we can make improvement and navigation simple and streamlined.
WHO ARE LSL?
LSL Property Services plc is a leading provider of residential property services in three key markets: estate agency, financial services, and surveying and valuation services.
Services include: residential sales, lettings, land and new homes, surveying, conveyancing support, and mortgage and non-investment insurance brokerage and intermediary network services. Services to mortgage lenders include: valuations and panel management services, asset management and property management services.
LSL are 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.
TMA’s sister company, 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 they can provide their brokers with world class support that is second to none.
See some of the LSL brands below:
PRIMIS is the trading style of LSL’s mortgage and non-investment intermediary networks that are all authorised and regulated by the FCA. PRIMIS is a trading style of First Complete, Advance Mortgage Funding (formerly trading as Pink Home Loans) and Personal Touch Financial Services.
Linear Financial Solutions is an appointed representative of PRIMIS (Advanced Mortgage Funding) and provides financial consultants who are based in the branches of independent estate agents.
Embrace Financial Services is an appointed representative of PRIMIS (First Complete) and employs financial consultants who deliver services to customers of the Group’s Estate Agencies and third party introducers.
e.surv Chartered Surveyors is one of the country’s largest providers of property risk and residential valuation services 4. With a network of over 600 surveyors, e.surv is the UK’s largest employer of RICS registered surveyors 5. They use industry-leading technology to provide a range of products and services to a customer base that includes lenders, intermediaries, social housing entities, estate agents, and consumers.
Walker Fraser Steele is one of the longest established Chartered Surveyor brands in Scotland, Walker Fraser Steele was founded in Glasgow in 1884 and became part of e.surv Chartered Surveyors in 2013. The acquisition substantially expanded LSL’s geographic coverage within Scotland and the business now provides surveying and valuation services from locations across Scotland for both local and national clients, including the Home Report, an essential component of the Scottish home buying process.
First2Protect is a specialist business arranging household insurance for customers of LSL’s Estate Agency Division and third party introducers.
MEET THE TMA TEAM.
Meet the TMA Team below. Click each of the images to find out more about each individual and click the social media icon to add them on LinkedIn.
Management Team
Lisa is a hugely experienced financial services development director, having worked in the industry for over 40 years, with over 30 years in the mortgage intermediary market.
She has held a number of successful senior industry roles, driving sales management, operations , marketing delivery, and lender/Provider Relationship Management and has experience supporting both Directly Authorised Firms and Network Appointed Representatives.
During this time Lisa has held positions on several specialist boards and committees, including specialist lending, financial crime, member risk/oversight and conduct risk. Lisa equally believes in self -investment of time surrounding learning and holds a number of professional qualifications and attends many industry forums to keep abreast of market developments.
She was recognised as the winner of Business Leader- Mortgage Clubs at the 2022 British Mortgage Awards. She is regularly afforded the opportunity to support the ‘judging process’ of winners in the Awards ceremonies managed by the Industry publications.
She is currently a Deputy chair on the AMI Board, a member of the DI&E committee within AMI & the LSL Group. She is passionate about making changes for the good of our industry and holds the accolade of being a ‘change-maker’ by Mortgage Solutions, and supports the mentor programme within workinginmortgages (AMI/IMLA and DIFF).
She is married with grown up children and lives in the Midlands.
Rob looks after our TMA partner relationships and leads the business in securing and bringing new partners onto panel. Having been in the industry since 1979, Rob is a familiar face to many, and his areas of product expertise and experience are too numerous to list here, but having weathered the historic peaks and troughs of the Mortgage market through the years Rob brings with him a wealth of experience and knowledge to the TMA team.
A little more about Rob…
A proud Brummie, ‘born and bred’, Rob is also a keen supporter of Birmingham City and Warwickshire CC…and Canterbury Crusaders RFC. It’s safe to assume that Rob loves his football! When he’s not following the football, he can be found entertaining his grandkids. Robs favourite places in the world are Dubai, UAE (for the sun!) and Queenstown, New Zealand (for the food, beer, relaxation and scenery).
A little more about Rob…
A proud Brummie, ‘born and bred’, Rob is also a keen supporter of Birmingham City and Warwickshire CC…and Canterbury Crusaders RFC. It’s safe to assume that Rob loves his football! When he’s not following the football, he can be found entertaining his grandkids. Robs favourite places in the world are Dubai, UAE (for the sun!) and Queenstown, New Zealand (for the food, beer, relaxation and scenery).
As Head of Operations Louise looks after the Broker Support Team and the TMA Marketing Team, so her days are often very busy! Whether she is managing our partner relationships, helping to shape the marketing strategy or supporting the wider team, she is always on the go! Louise has been in Financial Services for 19 years and brings with her a wealth of experience and knowledge to the whole team.
A bit more about Louise…
When not at work, Louise says she is most likely to be found shopping. Her favourite travel destination is Australia and in a film of her life, Sandra Bullock would play her. Louise is proud of what her team have achieved so far this year and says she is passionate about ‘continuing to adapt as a team to ensure we support our advisers and partners to achieve their goals.'
A bit more about Louise…
When not at work, Louise says she is most likely to be found shopping. Her favourite travel destination is Australia and in a film of her life, Sandra Bullock would play her. Louise is proud of what her team have achieved so far this year and says she is passionate about ‘continuing to adapt as a team to ensure we support our advisers and partners to achieve their goals.'
SALES & RELATIONSHIP MANAGEMENT TEAM
Sarah looks after our Sales Team and also manages our Key Accounts for the North of England, Northern Ireland and Scotland. Passionate and driven, Sarah takes pride in helping to support our members through any challenges that they may face.
Get to know a bit more about Sarah…
Who inspires you every day?
My family
Get to know a bit more about Sarah…
Who inspires you every day?
My family
What are you most proud of achieving so far this year?
I am proud of how through sheer hard graft, our brokers, myself and our full TMA Team have adapted to the challenges we have faced, to achieve fantastic results this year.
Favourite place in the world?
Home! Though my favourite place to go on holiday is Santorini, Greece.
“If I’m not at work, you can mostly find me…”
Shopping with my girls!
Sarah has worked in the Mortgage industry since 2003, starting her career with a broker before managing a team of mortgage advisers in a Building Society. In her spare time she enjoys sweating it out in a Spin class or in the gym and having cocktails with her friends, life is all about balance!
Justin is our Key Account Manager for TMA members in the South of England and London. Justin has been working in the Mortgage industry for over 20 years and can usually (in more ‘normal’ times) be found travelling across the South East, offering bespoke support packages to our TMA members and their businesses.
A few facts about Justin…
Justin supports Tottenham (for football) and Sussex (for cricket).
He enjoys travel, and his favourite way to relax at the end of a busy day is with a nice cold beer.
When asked ‘who would play you in a film about your life?’ he answered Brad Pitt…or Mr Bean!
Ronnie is the newest member of our Sales Team, joining TMA as Key Account Manager in February 2022. Ronnie's previous 6 years’ experience in Financial Services include working as a Recruitment Manager for a large Directly Authorised business and as Business Development Manager for another mortgage club.
You will usually find Ronnie travelling the country for work or visiting family and friends, and supporting his favourite Rugby Club, Worcester Warriors.
MARKETING TEAM
Kelly is the newest member of our Marketing Team; joining to support the team as Marketing Executive. Kelly's role is to create content and raise awareness for the various propositions within the business.
Kelly is an experienced marketer with over 10 years’ experience working in the not-for-profit sector, retail and business consultancy.
In her spare time, Kelly enjoys spending time with her young family, going for walks and cooking.
Kelly is an experienced marketer with over 10 years’ experience working in the not-for-profit sector, retail and business consultancy.
In her spare time, Kelly enjoys spending time with her young family, going for walks and cooking.
Frazer is one of our TMA Designers. He helps to create any of the digital work for TMA (including this very website!) Frazer has been in the creative industry since graduating university 10 years ago and has worked in the Financial Services sector for just over 4 years.
Find out more about Frazer…
What drives you?
I like to solve problems. There is nothing I enjoy more than finding a solution for something which has been stumping me.
What are you proud of achieving so far this year?
I'm incredibly proud of the way that the entire Marketing team have responded to the COVID world and the solutions we have come up with to keep wow-ing our members.
Secret super-power?
An ability to stay awake. Usually, it's a curse, not a super-power. But it has its uses.
The best part of your day?
Coming back from work and being fussed by my dog. Everyone should have a dog to welcome you home!
Rebecca is our Marketing Assistant for TMA Club, she looks after our TMA Partners and Providers and ensures our brand reflects our ethos. She is the youngest member of the TMA family and started TMA with no work experience and straight out of college. Born and raised in Birmingham she is a proud Brummie and Blues fan.
More about Rebecca…
Who would play you in a movie?
Rebel Wilson, I just love her movies and the way her personal life is portrayed in her work. She’s a drama queen, thill seeker and just generally loves life.
Favourite place in the world?
Disney World Florida, the memories of been there as a child with all the fantasy and wonder.
Song that’s guaranteed to get you on the dancefloor?
Showing my age, a song to get me on the dancefloor would be ‘Macarena’ by Los Del Rio, dancing to this as a kid at your friends party was the perfect song.
Nath is one half of our dynamic Design Team at TMA and as Creative Director he ensures that the TMA brand reflects our company ethos, and makes us stand out from the crowd. Nath hails from Staffordshire and has been in the industry for 16 years.
A few facts about Nath…
His favourite films are the Star Wars franchise
When not at work, he can mostly be found riding his Harley
When asked: ‘Who would play you in a film about your life?’ His answer was, ‘that big bearded guy from The Hangover film’
The song that’s most likely to get him on the dancefloor is Souls of Mischief, 93 ‘Til Infinity.
Leah is from Coventry and is new to the financial services industry, having transitioned from events marketing into this exciting field. Leah is a self-motivated learner who thrives on challenges and aspires to make a real impact in the industry. She also values the collaborative and social atmosphere of the team.
When not tackling marketing campaigns, Leah enjoys pushing her limits with a growing passion for running. Having honed her 5k times through park runs, she's set her sights on conquering a half marathon.
For relaxation, Leah unwinds with a cup of tea in bed and finds inner peace through yoga practice.
Leah's bookshelf favourite is "The Power of Now" by Eckhart Tolle, but she won’t turn down a good romance novel. And to get her moving? Nothing beats "Glamourous" by Fergi.
Broker Support Team
Earl is an integral part of our Broker Services Team, and works alongside Ali and Lois to support our TMA members. Known within the team as ‘The Criteria King’, Earl’s 16 years in the industry mean he is well placed to assist with any criteria queries, hard to place cases or anything else that our advisers might need.
A bit more about Earl…
Earl supports Manchester United.
His favourite time of day is, ‘after 8pm, when the wife and kids are all asleep!’
The song that’s guaranteed to get him on the dancefloor is Candy, by Cameo.
Ali is one of our longest-serving TMA staff, and is well-known both amongst our members for ‘going the extra mile’ when it comes to customer service. Originally from Nottingham, Ali has been working in the industry for 37 years and still gives 110% every day. Ali says that her inspiration every day comes from, ‘loving my job and the people I work with, from colleagues to customers – it really makes my job worthwhile’.
A few facts about Ali…
Ali is a proud supporter of Nottingham Forest football team.
Her favourite book is The Magic, by Rhonda Byrne.
Ali’s favourite places to travel are San Francisco and Venice (she says she left her heart in one, and found her heart in the other!)
Surinder is the newest memeber of the TMA Broker Support Team. She has 10+ years of financial services expericance, having previsouly worked at firms such as The West Brom and RBS. Surinder, is a team player and will always give 110%.
She is a born and bred brummie and although she has travelled extensively, a place closer to home, Ireland, has her heart.
Find out more about Surinder...
What is the best film you ever saw? Ghost and The Bodyguard and my two all-time favourite movies.
Heather is another ‘home-grown’ Brummie! Passionate about relationship building, Heather has been a part of the Mortgage Industry for 44 years and has always been interested in Mortgages – so her role as our Telephone Relationship Manager is a perfect fit! By keeping our members updated on what’s going on at TMA and nurturing our member relationships, Heather ensures that they are supported in on boarding to new services and keeps our firms informed on new initiatives to keep them one step ahead of the competition.
Find out a bit more about Hev…
What is your goal to achieve by end of this year? Complete my 60 new experiences list for 2024 to include a sky dive at Hinton Skydiving Centre Oxfordshire to raise fund for The Lily Mae Foundation, a charity very close to my heart and & zip line at Zip World in Penrhyn Quarry!
Who would play you in a movie about your life?
Bette Midler. I’m not sure why but she was the first person I thought of!
What is your secret super-power?
Tenacity. And Carrot Cake making. (The TMA team can attest to that one!)
Which song is guaranteed to get you on the dancefloor?
Shackles by Mary Mary.
Compliance Support Team
Roger Holmes joined from Halifax Bank, where he worked as a mortgage adviser, branch manager and area mortgage manager.
Alison previously worked for Lloyds Banking Group for more than 26 years and later joined a local estate agents broker team in the North East of England as a compliance manager.
All of Paul’s working life has been spent in Financial Services. His first 35 years were with Lloyds Banking Group where he undertook a number of different roles, including business banking. He then set up an AR firm with First Complete (part of LSL Financial Services), before making the decision to move into a Compliance role.
Paul is married with two sons, and enjoys all types of sport, travelling, eating out and gardening.
His favourite destination is Greece and he’s been a Man. City support for 50 years – through thick, and mainly thin times!
Paul is married with two sons, and enjoys all types of sport, travelling, eating out and gardening.
His favourite destination is Greece and he’s been a Man. City support for 50 years – through thick, and mainly thin times!
Lisa has worked in the Financial Services Industry for over 30 years , starting her career with Halifax with a change of direction in 2003 to focus on advising on Mortgages & Protection within a National Estate Agency firm.
She made the decision to move to a Compliance role almost 10 years ago.
Lisa enjoys holidays and the gym in her spare time and is now looking forward to returning to more luxurious, long-haul destinations with her husband as her sons & daughter one by one become independent and she is no longer bankrupted by university fees!
