ABOUT PMS

Established in 1996, PMS has grown to be one of the UK's largest mortgage and protection clubs

The world has changed a lot over the last three decades

Thirty years ago, the average buyer looked very different, the way they earned their money was often very different... and nothing was more different than the way we attracted new customers and stayed connected with them.

But for all the change, it’s reassuring to know that some things are constant: our commitment to securing you competitive deals with lenders, providers and suppliers. Our dedication to doing the right thing. And our promise to advocate for the vital role of advice in society.

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PMS are completely broker-focused, and this comes through in their support from BDMs as well as the insightful and informative events that they host around the UK. Our firm has a national footprint and we receive incredible support right across the UK from their field-based team, who are in constant contact with our brokers to help them in their day-to-day dealings. We also receive wonderful support from them at head office level.

Gary Goodwin, Sales Operations Manager, Fairstone Group

Working in partnership

Many of our members also work with our partner brand, Bankhall, which provides regulatory support and other services that will help you run your DA advice business.

Visit bankhall.co.uk
Bankhall logo

Not a financial adviser?

If you've been told your mortgage or protection adviser is a member of PMS, we've explained what this means for you.

That sounds like me

Our leadership team

Richard Harrison

Richard Harrison

Chief Executive Officer

Claire Cherrington

Claire Cherrington

Distribution & Propositions Director

Steve Harris

Steve Harris

Chief Financial Officer

Sarah Batham

Paul Wilson

Chief Operations Officer

Toni Smith

Toni Smith

Marketing Director

Claire Cherrington

Sarah Batham

Chief Risk Officer & General Counsel

Shane Wright

Shane Wright

Chief Technology Officer

Rebecca Luter

Rebecca Luter

People Director