As one of the biggest financial services companies in the UK, we have an highly efficient team to ensure the smooth running of our business. Our distribution team specialise in helping you to grow your business through our range of later life mortgages solutions. Keep reading to find out a little bit about who we are.
Tina is an experienced Telephone Business Development Manager, and has been with Legal & General Home Finance for eight years.
Tina is responsible for developing and maintaining relationships with independent financial advisers and firms that specialise in wealth management.
Telephone: 0121 712 2722
Sally joined Legal & General Home Finance in 2019 as a Telephone Business Development Manager.
She is responsible for developing and maintaining relationships in the intermediary sales channel, supporting advisers in the later life mortgages sector.
She has over ten years’ experience in relationship management, having previously worked for Lex Autolease as a customer relationship manager and for Halifax as a banking adviser both within Lloyds Banking Group.
Telephone: 0121 712 3821
Claire has been at Legal & General Home Finance since 2018. In that time she has progressed from Sales Support into a Telephone Business Development Manager role.
She is responsible for developing and maintaining relationships in the Specialist Equity Release channel, supporting brokers in the later life mortgages sector.
Telephone: 0121 712 2731
Jatinder has been working in Financial Services for over 16 years and joined Legal & General Home Finance in 2020.
Most recently he has worked in Management with Halifax Bank and Lloyds Banking Group. In these roles he covered Lending, Savings and Commercial banking.
Jatinder previously lead our Sales Support team but moved into a Telephone Business Development Manager role in July 2023.
Telephone: 03330 048 444
Chris joined Legal & General Home Finance in 2018, having previously spent two years at Royal London promoting their trading platform Ascentric to financial advisers.
Before his time at Royal London, Chris worked for Legal & General for over 20 years. During this time he worked in various customer facing roles, including line management and operations, as well as a Business Development Manager in our Pension and Investment business.
Chris is now responsible for helping advisers across the UK understand the value of our later life mortgages proposition.
Telephone: 07384 435699
Jo has been in the equity release industry since 2003, helping to develop a lifetime mortgage business from scratch which was acquired by Legal & General in 2015 to become Legal & General Home Finance.
Jo enjoys her role as our Business Development Manager, working closely with our top accounts to help them grow their business through our range of later life mortgages. She also provides product training, when required.
Telephone: 07796 443517
Michelle joined Legal & General Home Finance as a Business Development Manager in March 2019. She is responsible for developing relationships in the intermediary sales channel and supporting advisers in the later life mortgages sector. Michelle helps advisers to understand the value of our later life mortgages proposition.
With over 20 years of experience in the financial services industry, Michelle has previously worked as a financial adviser providing financial advice to both mortgage and wealth clients.
Tel: 07469 406847
Sara joined the Distribution team as a Business Development Manager in July 2019. She has a wide understanding of the Legal & General Home Finance business, having previously worked within Operations as both a Customer Services and an Underwriting Manager.
She is now responsible for developing relationships in the intermediary sales channel, supporting advisers in the later life mortgages sector. Her knowledge of both sales and service means she has a great understanding of what is important to both our brokers and our customers.
Prior to Legal & General, Sara spent nine years at NFU Mutual within the Life side of the business, as well as spending some time as mortgage advisor.
Telephone: 07387 253922
Amanda joined Legal & General Home Finance in 2020, bringing with her over thirty years of experience in the financial services industry. She started her career in 1987 at NPI, a small pensions company. Once NPI expanded into equity release in 1995, Amanda quickly progressed from a telephone adviser, to a field adviser covering the Midlands all the way to the tip of Scotland. The company became known as In Retirement Services.
In 2005, Amanda joined Aegon as a Telephone Account Manager, advising on their pensions and investments and eventually their guaranteed income products. Amanda returned to equity release in 2014 when she joined More2life. By 2016, Amanda was the organisation’s sole Business Development Manager covering the whole of the UK.
Amanda now plays a key part within our specialist channel, working closely with our top accounts to help them grow their business through our range of later life mortgages.
Amanda won “BDM of the Year” in both the Financial Reporter Awards and the Equity Release Awards in 2018.
Telephone: 07385 347724
Dan joined Legal & General Home Finance in 2021. He is responsible for building and developing relationships with wealth and mortgage advisers, supporting them with all aspects of later life lending. Dan uses his financial advice expertise to understand the ever changing needs of both advisers and clients.
Prior to Legal & General, Dan spent a year launching adviser propositions at Aviva which included producing sales guidance, sales processes and compliance frameworks. Previous to this, as a qualified financial planner, Dan advised clients on a range of products, including investments, pensions, mortgages, protection and IHT.
Telephone: 07384 798260
Jaime joined Legal & General Home Finance as a Business Development Manager in 2020 having moved across from Legal & General Investment Management, where she spent two years as a Senior Investment Sales Manager.
With over 14 years experience in financial services Jaime has supported advisers with mortgages, pensions, investments and retirement solutions. She joined the intermediary channel to help advisers understand the later life lending sector and how this can play a key part in financial planning in retirement.
Telephone: 07385 389504
Rob has been working at Legal & General for over 30 years. Rob started his career within Operations and moved to Distribution in 2002.
This combination of service and sales experience helps him truly understand what is important to advisers.
Rob has always operated within the IFA community and in June 2017 he was appointed to lead the IFA distribution channel within Legal & General Home Finance. This move has allowed him to take a relatively new proposition (later life mortgages) out to a well-established group of advisers.
Telephone: 07979 534637
David started as Distribution Director for Legal & General Home Finance in January 2023. Prior to his new position he’d spent the past seven years as Sales Director within Legal & General's Retail Protection business. He was responsible for looking after the protection sales delivery for our intermediaries through its Regional Business Development teams and playing an integral role in transforming the intermediary distribution team.
David joined Legal & General in 1987 as a Life Inspector in Guildford. With more than 40 years of experience in financial services, he’s worked in sales management across the UK.
Having managed all sectors of Legal & General’s intermediary business, both at a regional and national level, including appointed representatives, direct sales and advisers across the mortgage, wealth and traditional IFA markets. He is well-suited to support Partners in realising opportunities to drive growth of later life lending solutions to become an integral part of the advice offered by them .
Telephone: 07778 591755
Nick joined Legal & General in 2012, he works with existing and new strategic partners to development retirement lending distribution and advice opportunities and to help those businesses broaden their customer propositions.
He has worked in both the adviser and provider sides of the industry since 1994 he has a deep understanding of both retirement mortgage and wealth management customers having led national advice distribution networks at both Legal & General and Aviva.
In addition to significant intermediary sector and direct to consumer experience, Nick has worked closely with bank and building society partners, securing Legal & General Home Finance's partnership deals with NatWest, Santander, Virgin Money, the Co-operative Bank and understands the challenges of meeting customer needs across all sectors.
Telephone: 07738 375182
Marie has over 20 years’ experience within the financial services industry. She began in mortgage adviser training and development at the West Bromwich Building Society. She then moved to Legal & General, where she has worked across our insurance divisions and for the Mortgage Club for many years, working with specialist broker firms, lenders and regulatory bodies.
Marie now works in partnership with our strategic partners and mortgage club distributors to continuously improve the Legal & General Home Finance later life proposition for their adviser firms and members. Creating and collaborating with cross industry working groups in order to continuously explore solutions to future customer needs.
Marie won Mortgage Introducers "Elite Woman Award" in 2022 and also won “Woman in Later Life Lending” in Financial Reporter’s Women’s Recognition Award in 2019.
Telephone: 07738 696121
Darren has over 30 years’ public and private sector experience, having worked in banking, lending, property and business development. His career has seen him cover the entire product lifecycle from theory to execution and ultimately wind down.
A qualified accountant, project manager and chartered banker, his wealth of service, sales and proposition knowledge helps him recognise the importance of meeting client needs and the role lifetime mortgages can play in holistic financial planning.
Darren joined the Legal & General Home Finance team in 2021 and is a Strategic Account Manager. He is responsible for managing relationships with, and developing distribution from, our Strategic Partners with a particular focus on major networks.
Telephone: 07384 901073
Phil graduated Loughborough University in 2019 with an Economics and Finance degree and has spent the past four years working within the equity release sector in various roles including business development, data analytics and optimisation.
Phil joined Legal & General Home Finance in July 2022 and works with Marie Catch within the Optimisation Team. By utilising data, Phil is able to identify market opportunities and make recommendations to continuously develop our later life proposition. Phil also supports Sadie Russell to manage the relationships with our Affinity Partners.
Tel: 07392 101804
Chris has been working at Legal & General Home Finance since 2016.
With a wide breadth of experience across the Sales Support, Business Developement and Customer Outcomes teams, he understands how to communicate with both customers and advisers.
Chris became a Strategic Account Manager in May 2023. He is responsible for developing and maintaining relationships with our strategic partners.
Tel: 07393 753571