"Thank you, Robert, for all you have done, and I am truly honoured to pick up the mantle and lead AMI into its next chapter."
- Stephanie Charman, incoming CEO of AMI
Robert Sinclair joined the Association of Independent Financial Advisers (AIFA) in 2006, initially overseeing the Association of Financial Brokers. Two years later, he was leading the Association of Mortgage Intermediaries (AMI) as CEO, and in 2012, he played a crucial role in establishing AMI as an independent entity.
He will step down as CEO in February 2025, succeeded by Stephanie Charman who joins from Sesame Bankhall Group (SBG) where she serves as Group Partnerships & Propositions Director. She’s previously worked at Positive Lending and Mortgage Intelligence as well as various roles in distribution over the last two decades.
“In appointing Stephanie, the Association has taken a critical step in passing ownership of our industry to the next generation. I cannot wait to see how the undoubted influence of the AMI is shaped by her to continue to promote the intermediary & advice journey,” Robert said.
Andrew Montlake, Chair of the AMI, added: “It was always going to be a momentous occasion where Robert finally decided to step down, and his unwavering commitment to the mortgage industry and efforts to foster collaboration between regulators, trade bodies, lenders, and brokers have left an incredible mark on the sector.
“I want to thank him personally for all his guidance and it has been such a valuable and fun experience working with him. However, it’s time to look to the future and after an exhaustive search we’re delighted to have someone with the calibre & industry standing.”
Commenting on this appointment, Stephanie said she’s “genuinely thrilled to be appointed as the new CEO of AMI. Throughout my years of working across the intermediary sector, I have been a passionate promoter of the need and value of advice.
“It’s a privilege to take on the responsibility of continuing the high standards already established whilst evolving AMI’s mission to address the current & future needs of advisers.”
Stephanie will begin her tenure on 24th February 2025.
