Mortgage Vision – A free event for FCA registered mortgage advisers
Mortgage Vision – A free event for FCA registered mortgage advisers
Mortgage Vision
A free event for FCA registered mortgage advisers
As the mortgage industry continues to evolve, our team of seasoned experts is here to ensure you’re informed, prepared, and confident every step of the way.
Mortgage Vision returns for its 17th year, bringing together insight, innovation, and inspiration in a series of complimentary events designed specifically for mortgage advisers. Here’s what makes Mortgage Vision a standout experience:
We understand the challenges facing today’s advisers – from navigating complex compliance requirements to uncovering new business opportunities and adopting technology that enhances efficiency. Mortgage Vision delivers practical solutions tailored to your day-to-day needs.
Advance your professional development with up to 3.75 CPD hours, accredited under the CII/Personal Finance Society CPD scheme – just another way we support your growth.
Gain fresh perspectives from respected industry leaders, participate in high-impact roundtable discussions, and connect with leading lenders. Each event is designed to give you the tools, knowledge, and contacts you need to succeed.
Don’t miss this opportunity to stay ahead of the curve, strengthen your network, and elevate your advisory practice. Join us at a Mortgage Vision event and take the next step in your professional journey.
Curious what Mortgage Vision events are really like? Here’s what previous attendees had to say!
The future of distribution: How will technology shape mortgage and protection advice, and the homeowner’s journey in 2026 and beyond
Martin Reynolds
Chief Executive
SimplyBiz Mortgages
Philip Daffern
Head of Lender Relationships
SimplyBiz Mortgages
Stephanie Charman
Group Partners & Propositions Director
Bankhall and PMS
Travis Scholes
Commercial Director
LMS
Peter Williams
CEO
Propp
Paul Elliott
Managing Director
Propp
David Paton
Business Development Manager
Fluent Partners
Thank you to all our sponsors who are supporting Mortgage Vision this year:
And to our Panel Partners:
Our expert speakers share their knowledge and valuable insight. Yet again this year we have an impressive line-up of the best industry thought leaders.
Stephanie joined the Association of Mortgage Intermediaries (AMI) as chief executive in February 2025, having held previous roles within key distributors spanning 27 years.
Most recently, she was group partnerships & propositions director at Sesame Bankhall Group and previously director of mortgages at specialist distributor Positive Lending, and head of mortgages & insurance at Mortgage Intelligence.
Throughout her career working across the intermediary sector, Stephanie has been a passionate promoter of the need for, and value of, advice.
Rachel is a senior policy adviser at the Association of Mortgage Intermediaries (AMI), bringing over eight years of experience in financial services, primarily within the mortgage lending sector. She joined AMI in 2023.
Rachel previously led Working in Mortgages, a joint careers, diversity, and inclusion initiative between AMI and IMLA.
Currently, she heads the Green Mortgage Advice Initiative, a key project designed to support intermediaries in navigating green finance and sustainability issues.
Rachel also contributes to AMI’s work on broader industry issues, including AI, technology, innovation, and cybersecurity in financial services.
Sabrina has been in financial services for the last six years. She completed her CeMAP to become a mortgage adviser and also has experience as a mortgage and protection paraplanner for a broker firm. She joined AMI as a senior policy adviser in September 2024 and is the new project lead for the Working in Mortgages initiative. Other key areas of focus include FOS, Open Finance and the Digital Property Information Protocol.
Stacy is AMI’s head of policy and joined the organisation in 2019. Before this, she worked as a high-net-worth home and motor insurance broker. A large part of her role at AMI is focused on GI and protection, including AMI’s annual Viewpoint report. Other areas of focus and expertise include vulnerability, the Protection Market Study, FCA fees and levies and the Appointed Representatives regime.
After 20 years working in the financial services sector, Ian brings a wealth of experience to the role.
Ian uses the extensive market knowledge he has gained, as well as his cross-brand expertise of Precise, Kent Reliance for Intermediaries and InterBay Commercial, to find tailored solutions, helping brokers grow their businesses.
Ian is responsible for delivering educational and thought-leadership presentations. A natural communicator, Ian is never happier than when standing in front of a room full of brokers. He is passionate about passing on what he’s learnt after two decades in the industry to make sure they’re armed with the knowledge they need.
After starting his career as a corporate relationship manager with Abbey National in 2002, Ian moved to a well-renowned packager where he worked his way up from a business development manager role to head of sales. He joined Precise Mortgages in 2017 as BDM for the North West, before moving across to the key accounts team within a year, where he progressed to senior corporate account manager for OSB Group. He was named Best Account Manager of the Year at the Dynamo Annual Awards in 2020 and 2021.
With a wealth of knowledge built up over nearly 30 years, Andy is perfectly placed to support key accounts and networks, no matter how challenging or unusual a case.
Andy began his career as a telemarketer for Mortgage Trust in 1995 before moving into a business development manager role, a position he held at several different companies, including Standard Life, SPML and Nationwide.
He joined Kent Reliance for Intermediaries as a BDM in 2015 and became a member of the Key Relationship Team in early 2022. As key relationship manager, he’s responsible for maintaining and developing relationships with the Group’s corporate account partners and presenting at events and conferences around the UK.
Andy enjoys promoting the solutions offered by OSB Group’s three brands and explaining the wide variety of different scenarios and types of business they can help with.
Neil Wyatt has worked in the mortgage industry for 25 years, gaining experience in developing growth strategy for business. As Sales & Marketing Director at Mortgage Brain, Neil is driven by a mission to make the home ownership process connected, seamless and intuitive for all, and is best known for inspiring the sales and marketing proposition.
Most recently, Neil held the position of Head of Distribution at Platform (The Co-operative Bank) for six years. His previous experience includes Sales Director at Connect Mortgage Group and Head of Corporate Accounts at Mortgages Plc, where he was responsible for creating strategic relationships.
Neil recognises the huge opportunities that technology brings to the mortgage market, and was previously named Development & Innovation Advocate at the 2021 British Mortgage Awards.
As the Sales Director for Intermediaries at Mortgage Brain, Sharon plays a pivotal role in championing Mortgage Brain’s innovative products. She recognises the benefit of providing solutions that streamline the mortgage process for advisers and works closely with corporate customers to understand each company’s specific needs.
Sharon’s passion for the mortgage industry can be traced back to her time at Santander for Intermediaries, where she worked for 23 years rising to the position of National Account Manager. She also worked at Countrywide as Head of Insurance Services before joining Mortgage Brain.
Sharon truly puts the customer at the heart of Mortgage Brain, which is essential to the business’ growth and innovation, helping to further refine and develop solutions to support the work of advisers.
Our expert speakers share their knowledge and valuable insight. Yet again this year we have an impressive line-up of the best industry thought leaders.
Chief Executive,
Association of Mortgage Intermediaries (AMI)
Stephanie joined the Association of Mortgage Intermediaries (AMI) as chief executive in February 2025, having held previous roles within key distributors spanning 27 years.
Most recently, she was group partnerships & propositions director at Sesame Bankhall Group and previously director of mortgages at specialist distributor Positive Lending, and head of mortgages & insurance at Mortgage Intelligence.
Throughout her career working across the intermediary sector, Stephanie has been a passionate promoter of the need for, and value of, advice.
Senior Policy Adviser,
Association of Mortgage Intermediaries (AMI)
Rachel is a senior policy adviser at the Association of Mortgage Intermediaries (AMI), bringing over eight years of experience in financial services, primarily within the mortgage lending sector. She joined AMI in 2023.
Rachel previously led Working in Mortgages, a joint careers, diversity, and inclusion initiative between AMI and IMLA.
Currently, she heads the Green Mortgage Advice Initiative, a key project designed to support intermediaries in navigating green finance and sustainability issues.
Rachel also contributes to AMI’s work on broader industry issues, including AI, technology, innovation, and cybersecurity in financial services.
Senior Policy Adviser,
Association of Mortgage Intermediaries (AMI)
Sabrina has been in financial services for the last six years. She completed her CeMAP to become a mortgage adviser and also has experience as a mortgage and protection paraplanner for a broker firm. She joined AMI as a senior policy adviser in September 2024 and is the new project lead for the Working in Mortgages initiative. Other key areas of focus include FOS, Open Finance and the Digital Property Information Protocol.
Head of Policy
Association of Mortgage Intermediaries (AMI)
Stacy is AMI’s head of policy and joined the organisation in 2019. Before this, she worked as a high-net-worth home and motor insurance broker. A large part of her role at AMI is focused on GI and protection, including AMI’s annual Viewpoint report. Other areas of focus and expertise include vulnerability, the Protection Market Study, FCA fees and levies and the Appointed Representatives regime.
Key Relationship Manager
OSB Group
After 20 years working in the financial services sector, Ian brings a wealth of experience to the role.
Ian uses the extensive market knowledge he has gained, as well as his cross-brand expertise of Precise, Kent Reliance for Intermediaries and InterBay Commercial, to find tailored solutions, helping brokers grow their businesses.
Ian is responsible for delivering educational and thought-leadership presentations. A natural communicator, Ian is never happier than when standing in front of a room full of brokers. He is passionate about passing on what he’s learnt after two decades in the industry to make sure they’re armed with the knowledge they need.
After starting his career as a corporate relationship manager with Abbey National in 2002, Ian moved to a well-renowned packager where he worked his way up from a business development manager role to head of sales. He joined Precise Mortgages in 2017 as BDM for the North West, before moving across to the key accounts team within a year, where he progressed to senior corporate account manager for OSB Group. He was named Best Account Manager of the Year at the Dynamo Annual Awards in 2020 and 2021.
Key Relationship Manager
OSB Group
With a wealth of knowledge built up over nearly 30 years, Andy is perfectly placed to support key accounts and networks, no matter how challenging or unusual a case.
Andy began his career as a telemarketer for Mortgage Trust in 1995 before moving into a business development manager role, a position he held at several different companies, including Standard Life, SPML and Nationwide.
He joined Kent Reliance for Intermediaries as a BDM in 2015 and became a member of the Key Relationship Team in early 2022. As key relationship manager, he’s responsible for maintaining and developing relationships with the Group’s corporate account partners and presenting at events and conferences around the UK.
Andy enjoys promoting the solutions offered by OSB Group’s three brands and explaining the wide variety of different scenarios and types of business they can help with.
Sales and Marketing Director,
Mortgage Brain
Neil Wyatt has worked in the mortgage industry for 25 years, gaining experience in developing growth strategy for business. As Sales & Marketing Director at Mortgage Brain, Neil is driven by a mission to make the home ownership process connected, seamless and intuitive for all, and is best known for inspiring the sales and marketing proposition.
Most recently, Neil held the position of Head of Distribution at Platform (The Co-operative Bank) for six years. His previous experience includes Sales Director at Connect Mortgage Group and Head of Corporate Accounts at Mortgages Plc, where he was responsible for creating strategic relationships.
Neil recognises the huge opportunities that technology brings to the mortgage market, and was previously named Development & Innovation Advocate at the 2021 British Mortgage Awards.
Sales Director Intermediaries
Mortgage Brain
As the Sales Director for Intermediaries at Mortgage Brain, Sharon plays a pivotal role in championing Mortgage Brain’s innovative products. She recognises the benefit of providing solutions that streamline the mortgage process for advisers and works closely with corporate customers to understand each company’s specific needs.
Sharon’s passion for the mortgage industry can be traced back to her time at Santander for Intermediaries, where she worked for 23 years rising to the position of National Account Manager. She also worked at Countrywide as Head of Insurance Services before joining Mortgage Brain.
Sharon truly puts the customer at the heart of Mortgage Brain, which is essential to the business’ growth and innovation, helping to further refine and develop solutions to support the work of advisers.
Join us at one of our free mortgage adviser roadshow events to find out what factors are influencing our marketplace right now, what new growth opportunities are opening for you, and how you can stay ahead of the market with leading technology.
Click a map pin to book that venue!
08:45am – 09:00am
Registration
09:00am – 09:30am
Lender and Business Partner networking
09:30am – 09:40am
Welcome address
09:40am – 10:05am
UK Mortgage Market 2025 – OSB Group
10:05am – 11:10am
Roundtable discussions
11:10am – 11:40am
Coffee & networking
11:40am – 12:05pm
Navigating the next chapter in mortgage advice – Association of Mortgage Intermediaries
12:05pm – 1:10pm
Roundtable discussions
1:10pm – 1:15pm
Comfort break
1:15pm – 1:45pm
Key Partner Panel
The future of distribution: how will technology shape mortgage and protection advice, and the homeowner’s journey in 2026 and beyond
1:45pm – 1:50pm
Closing remarks
1:50pm – 2:30pm
Lunch and networking
08:45am – 09:00am
Registration
09:00am – 09:30am
Lender and Business Partner networking
09:30am – 09:40am
Welcome address
09:40am – 10:05am
UK mortgage market 2025
OSB Group
10:05am – 11:10am
Roundtable discussions
11:10am – 11:40am
Coffee & networking
11:40am – 12:05pm
Navigating the next chapter in mortgage advice
Association of Mortgage Intermediaries
12:05pm – 1:10pm
Roundtable discussions
1:10pm – 1:15pm
Comfort break
1:15pm – 1:45pm
Key Partner Panel
The future of distribution: how will technology shape mortgage and protection advice, and the homeowner’s journey in 2026 and beyond
1:45pm – 1:50pm
Closing remarks
1:50pm – 2:30pm
Lunch and networking
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