All about AMI

Meet the team

Stephanie Charman

Chief Executive

Stacy Penn

Head of Policy

Rachel Doy, AMI Senior Policy Adviser

Rachel Doy

Senior Policy Adviser

Sabrina Grassler, AMI Senior Policy Adviser

Sabrina Grassler

Senior Policy Adviser

Claire Dolan, AMI Marketing & Communications Co-ordinator

Claire Dolan

Marketing & Communications

The AMI Board

As part of being an open and transparent body, which is fully representative of its members and their interests, all Board positions are re-elected on at least a three year rolling cycle, although existing members of the Board may stand for re-election. The Board is based upon a constituency basis:

  • The Chief Executive
  • Adviser Constituency – 3 places
  • Regional Firm Constituency – 2 places
  • National Firm Constituency – 2 places
  • The Network Constituency – 4 places
  • The Club Constituency – 1 place
  • Association of Finance Brokers – 1 place
  • Co-options – 5 places
Stephanie Charman AMI

Chief Executive

Andrew Montlake Coreco

Chair

Tim Wheeldon Fluent Money

Deputy Chair

Clare Beardmore Legal & General

Board member

Andrew Boyd London & Country

Board member

Will Hale Key Retirement Solutions

Board Member

Helen Martin LSL

Board Member

Toni Smith Sesame Bankhall Group

Board Member

Rachel Lummis Xpress Mortgages

Board Member

Richard Merrett Alexander Hall

Board Member

Richard Merrett Alexander Hall

Board Member

Adrian Scott Connells

Board Member

Dan Maskell Finance Planning Group

Board Member

Dom Scott Lifetime Connect

Board Member

Paul Shearman Openwork

Board Member

Scott Taylor-Barr Barnsdale Financial Management

Board Member

Ben Thompson Mortgage Advice Bureau

Board Member

Zara Bray Quilter

Board Member

Jason Berry Crystal Specialist Finance

Board Member

AMI Fellows

In 2018 AMI created a new membership class within the Association recognising individuals who have delivered an outstanding contribution and support to the trade body and the industry.

This membership class will be honorary members of the Association for life.  There will be no more than ten Fellows at any one time.

At the AMI Annual Dinner in November 2021, three new Fellows were appointed – Dean Mirfin, Sally Laker and David Copland, joining Stephen Smith who was made the first AMI Fellow in 2018 (left to right below, with AMI Chair Andrew Montlake and AMI Chief Executive Robert Sinclair).

At the AMI Annual Dinner in June 2025, we proudly recognised Ray Boulger and Martin Reynolds, who have dedicated their time, talent, and unwavering commitment to the mortgage industry. Their contributions have shaped the future of our field, and their leadership continues to inspire.

Our Response

Here you will find our response on your behalf. We are well versed in the skills of negotiation and work hard to input into policy and influence its direction…

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Membership

AMI provides a voice for mortgage and protection intermediaries in the UK. Over 80% of UK mortgage brokers belong to AMI – find out more about membership now…

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AMI Viewpoint

The home of AMI Viewpoint. Here you can find our current and previous Viewpoint content, including our D&I Viewpoints and Protection Viewpoints…

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Consumer Duty

The AMI team have worked extremely hard over the last year to help our members understand, and stay ahead of, the new Consumer Duty requirements…

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Blog

The Association of Mortgage Intermediaries blog page – read all the latest news, industry updates, find out what we are working on and more…

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Our Supporters

These companies have declared their commitment to the mortgage intermediary sector and acknowledge the importance of AMI members in the provision of mortgage advice.

AMI is grateful to all of these companies for their financial support and their commitment to ensuring that brokers have a voice in the market place.

All of our supporters have an insight into their own markets and offerings that may be useful to you, and knowledge and initiatives that they would want to share and promote.

Although AMI does not endorse their opinions, we provide a platform for lenders and service providers to reach AMI members, and put forward their best ideas.

The following firms are associate or affiliate members of AMI:

We welcome Associate applications from lenders and product providers who wish to support intermediaries and their trade body by becoming an Associate member. The price of membership is dependent on the level of lending conducted in the last company year.

We also welcome applications from firms who provide support services to mortgage intermediaries, such as technology companies, other product providers, lead generation firms, conveyancers, solicitors, sourcing systems, etc. These firms can become Affiliate members.

To join AMI as an Affiliate or Associate member, simply contact AMI Chief Executive Stephanie Charman at [email protected].

The Association of Finance Brokers

The AFB represents brokers who are responsible for approximately 75% by volume and value of secured loans in the intermediary channel, and was established to promote the views of secured loans brokers operating in the UK.

It aims to promote the interests of the industry in a constructive way that connects regulators and lawmakers with the “front line” of the secured loans market.

Your industry is evolving rapidly, increased scrutiny from FCA, the lender-distributor relationship, service levels, technological advances, government interventionist practices, access to information via the internet, the UK’s growing compensation culture – all have an impact on your business and how your client perceives you and the value of your advice.

If you are to continue to develop your business with a promising future, it is important that you understand the issues.

With AFB providing independent information for you to form your opinions, unbiased towards a particular product or company, you can be informed and stay ahead of change to ensure you thrive.