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Go Further with TMA

"If everyone is moving forward together, then success takes care of itself."

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JOIN US FOR THE TMA CONFERENCE 2021…

After the success of last year’s Virtual Conference, and based on your valuable feedback, we have decided to run this year’s Conference virtually again! This will be live from our studio in Bromsgrove on Thursday 14th October. We will bring you all the excitement of a live event, coupled with the convenience of a virtual platform – meaning no travel costs or traffic to worry about.

The day will feature an exciting line-up of platform speakers, engaging panel discussions and interactive and informative content. Hosted by TMA Development Director, Lisa Martin, this will be an action-packed event that will help you to look ahead to 2022 and to future-proofing your pipeline, whilst maximising the current opportunities and ultimately to ELEVATE your business!

To register for this event please click here or scroll down and complete the registration form towards the bottom of the page.
Please ensure that you register for this event using the same email address that you will use to login on the day of the event.

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We will provide you with 6 hours CPD and you will receive your certificate via email within 48 hours of attending.
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We will be welcoming four excellent platform speakers to the stage, amongst them will be industry leaders - and some familiar faces no doubt!
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We are grateful to have over 50 of our valued sponsors supporting us this year. Find out more information about our sponsors by clicking on their logos below.
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We have two engaging panel discussions lined up for you, with industry experts across both mainstream and specialist lending.

THANK YOU TO THE PARTNERS SUPPORTING US…

YOUR HOST for the day

Lisa Martin, Development Director, TMA

Alongside being our fearless leader here at TMA, our host for this years TMA ELEVATE Conference 2021, is Lisa Martin, Development Director. Lisa is hugely experienced having worked in the Financial Services industry for over 36 years with 28 of those years being spent in the Mortgage Intermediary Market.

AGENDA…

10:00 – 10:10

Event start and Welcome from Lisa Martin, Development Director, TMA

10:10 – 10:40

Mortgage Panel 1

10:40 – 11:10

Platform Speaker 1

11:10 – 11:40

Platform Speaker 2

11:40 – 12:00

Comfort Break

12:00 – 12:30

Protection Platform Speaker

12:30 – 13:00

Mortgage Panel 2

13:00 – 13:30

Platform Speaker 3

13:30 – 14:15

Compliance Discussion

14:15

Thank you and Event close from Lisa Martin

MEET OUR SPECIAL GUESTS...

Mainstream Panel Discussion Host

Jon Round, Group Financial Services Director, LSL Property Services plc

Jon has built LSL’s financial services division, which incorporates Primis Mortgage Network, Personal Touch Financial Services and TMA, into one of the largest mortgage and protection distributors in the UK. Jon joins us at the conference as our Mainstream Lending Panel Host.

BUY TO LET Panel Discussion Host

Robert McCoy, Senior Product & Business Manager, TMA

Rob is a familiar face to many in our industry, and as Senior Product & Business Manager at TMA, he holds an extensive track record of successfully launching exclusive mortgage products with our lender partners for the benefit and growth of our TMA membership. Rob will join us at the Conference as the host of our BTL Lender Discussion Panel.

PLATFORM SPEAKER 1

Phil Gray, Managing Director, Watts Commercial Finance

Having learned his trade with the High Street Banks, Phil Gray forged a passion for Commercial Finance. Phil and his team focus on honesty, integrity and a passion for delivering outstanding results and customer service, whilst priding themselves on offering a balance of an old-fashioned commercial brokering proposition coupled with the latest technology which their clients adore.

PLATFORM SPEAKER 2

Roger Morris, Group Distribution Director, Precise Mortgages, KRFI & InterBay Commercial

Roger joined Precise Mortgages more than 10 years ago and, as Group Sales Director and one of the original members of the business, he helped shape and grow their award-winning Sales Team into the respected force it is today. Today, as Group Distribution Director for OSB Group PLC, he is responsible for driving and harnessing distribution and education, ensuring they share their knowledge wherever possible to assist in upskilling brokers.

PLATFORM SPEAKER 3

Alan Waddington, Head of Intermediary Sales, Guardian

Alan’s entire career has been in financial services, the last 20 years managing Intermediary Sales at regional and national levels. His previous companies include Vitality and RBS group. Alan joined Guardian in 2017 and recently took up the new role of Head of Intermediary Sales.

PLATFORM SPEAKER 4

Vicky Pearce, Senior Business Manager, Keystone Property Finance

With 18 years’ experience within the financial services industry, Vicky has a wealth of knowledge from mainstream and specialist lending. Her expertise of the market means that she can help support and advise brokers on the best possible solution for their clients’ complex buy to let cases quickly and efficiently.

COMPLIANCE UPDATE

Martin Sykes, Compliance Director, TMA & Primis

Martin has over 20 years’ compliance experience across Networks, Wealth Managers and Private banks. He held senior compliance positions at DBS Financial Management and Sesame before joining and co-owning a specialist Compliance Consultancy, Insynergi.

VIRTUAL EXHIBITION ZONE

  • Access to over 50 of TMA’s valued partners from our Lending, Protection, Technology and GI panels and much more…
  • Useful videos, links and downloadable content from every exhibitor
  • One to one, real-time conversations with any sponsor via live chat
  • The Virtual Exhibition Zone will be open on the day of the conference and then until the end of October
  • The option to contact an exhibitor via email, go straight to their website or visit their YouTube and LinkedIn channel

Mortgage Panel 1

Mortgage panel 2

REGISTER HERE



LAST YEAR…