Owing to measures that we’re taking to protect our employees and customers from the spread of coronavirus across our business locations, there have been some changes to our available services.
To help support you, we've published a list of frequently asked questions.
New business enquiries
Further advances for Lifetime Mortgages
Call us Monday to Friday, between 8.30am to 5.30pm.
We may record and monitor calls. Call charges will vary.
If you're contacting us by email please remember not to send any personal, financial or banking information belonging to you or your client because email is not a secure method of communication.
Tina has been working at Legal & General Home Finance since 2015, and became a Telephone Account Manager in November 2017.
Tina is responsible for developing and maintaining relationships with independent financial advisers and firms that specialise in wealth management.
Telephone: 0121 712 2722
Harriet has been at Legal & General Home Finance since it was founded in 2015. In that time she has progressed from Sales Support into a Telephone Account Manager role.
She is responsible for developing and maintaining relationships in the Specialist Equity Release channel, supporting brokers in the later life lending sector.
Telephone: 0121 712 2747
Sally joined Legal & General Home Finance in June 2019 as a Telephone Account Manager.
She is responsible for developing and maintaining relationships in the mortgage broker channel, supporting brokers in the later life lending 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
Chris has been working at Legal & General Home Finance since 2016.
With a wide breadth of experience across both the Sales Support and Customer Outcomes teams, he understands how to communicate with both customers and advisers.
Chris became a Telephone Account Manager in September 2019. He is responsible for developing and maintaining relationships with independent financial advisers who take an holistic approach to their clients retirement proposition.
Tel: 0121 712 2743
Geoff has been working in Financial Services for over 30 years and joined Legal & General Home Finance in 2018.
Most recently he has worked in Area Management with Yorkshire Building Society and Barclays Local Business. In these roles he covered Mortgage, Savings and Relationship banking.
Geoff leads our Telephone Account Manager and Sales Support teams in Solihull.
Dave has over 30 years’ experience in financial services and working with intermediary firms. Before joining Legal & General Home Finance in April 2020 he was Group Sales Director for Curtis Banks, a specialist pension provider, and prior to that held a number of senior distribution roles at AXA Wealth.
He is responsible for driving our distribution strategy across the Specialist, Wealth and Mortgage channels, delivering against our ambition to grow the market and helping advisers to recognise the role of lifetime mortgages in meeting client needs.
Dave is chartered through the CII and a member of the Personal Finance Society, holding a Diploma and IMC.
Telephone: 07385 347730
Nick is Strategic Partner Development Director for Legal & General Home Finance. He is responsible for developing distribution partner relationships with Networks, DA firms, Mortgage Clubs and Affinities; helping those businesses enter and flourish in the Later Life Lending sector.
Nick joined Legal & General in 2012 after 18 years with Aviva. Nick has a deep understanding of delivering advice to both Lifetime Mortgage and Wealth Management customers having led national salesforces at both Aviva and Legal & General. In addition to significant B2B and D2C experience, Nick previously secured Legal & General Home Finance's bank Lifetime Mortgage distribution agreements with NatWest, Virgin Money, Santander and the Co-operative Bank and understands the challenges of meeting customer needs across all markets.
Telephone: 07738 375182
John has worked for Legal & General for 11 years, moving to Legal & General Home Finance in 2015. He previously worked in the Equity Release world in the 90’s with Stalwart Assurance and Britannic Retirement Solutions.
John currently heads up our specialist channel, supporting the business of our largest distributors.
Telephone: 07894 259602
Rob has been working at Legal & General for 29 years. Rob started his career with us within operations and moved to sales in 2002.
This combination of service and sales experience helps him truly understand what is important to advisers.
Rob has always operated within the wealth adviser community and in June 2017 he was appointed to lead the wealth adviser channel within Legal & General Home Finance. This move allows him to take a relatively new proposition (Lifetime Mortgages) out to a well-established group of advisers.
Telephone: 07979 534637
Marie has 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 heads up the mortgage broker channel for Legal & General Home Finance, supporting brokers in their transition into the lifetime space and helping them to achieve the right client outcomes.
Marie won “Woman in Later Life Lending” in Financial Reporter’s Women’s Recognition Award in 2019.
Telephone: 07738 696121
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 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 Lifetime Mortgage proposition.
Telephone: 07384 435699
Michelle joined Legal & General Home Finance as a National Account Manager in March 2019. She is responsible for developing relationships in the mortgage broker channel and supporting advisers in the later life lending sector. Michelle helps advisers to understand the value of our Lifetime Mortgage proposition.
With over 17 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
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 Key Account Manager, working closely with our top accounts to help them grow their business through our range of Lifetime Mortgages. She also provides product training, when required.
Telephone: 07796 443517
John joined Legal & General Home Finance as a Key Account Manager in April 2019 having moved across from Legal & General Group Protection, where he spent nearly three years as a Business Development Consultant.
He is currently working towards his Diploma in Regulated Financial planning and is responsible for developing relationships in the Wealth broker channel, supporting advisers in the later life lending sector and growing the Lifetime Mortgage book for Legal & General.
Tel: 07384 901100
Sara joined the Distribution team as a Key Account 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 mortgage broker channel, supporting brokers in the later life lending 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 BDM 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 Lifetime Mortgages.
Amanda won “BDM of the Year” in both the Financial Reporter Awards and the Equity Release Awards in 2018.
Telephone: 07385 347 724
Sadie has worked for Legal & General for 14 years, the first 10 of those in the insurance business. She moved across to Legal & General Home Finance in 2016 and she currently manages the relationships with our affinity partners.
Telephone: 07392 101776