ABOUT US

We have been an AR of Personal Touch since 2004. We have received huge support from the directors, management, and staff over the years. Our regional manager has been a regular guest visitor at our company team meeting, and in his field assistance.

Howard Reuben | HD Consultants

Recognising quality

Personal Touch launched in 1994 after acknowledging a key gap in the market: quality personal service.

Our focus is on supporting financial advice experts in delivering the very best in quality customer service through an effective and efficient service of high quality tailored advice. We believe you should receive  a service that you want to go back to again and again.

We provide a vast range of services to financial advice companies across the UK. All of our offerings ensure you are well and truly at the heart of the business.

  • Regulatory services – providing you with advice and service in line with industry requirements. You can be confident you are dealing with a high quality, competent and well qualified company.
  • Operational services – we help streamline your processes to provide you with an efficient service. We also provide you with the latest in technology systems to ensure you get the most comprehensive advice and source only the best products on the market
  • Development services –  supporting you with a wide range of training opportunities to ensure your knowledge is up-to-date and you remain aware of any market changes.

We know that as a business any decision we make could affect you as an individual, so we take feedback as a core principal in every decision we make, ensuring that you receive award winning service.

If you would like to feedback on one of our advisers, please email us and we will be in touch.

If you are looking for a financial adviser then please contact us and someone will be in touch to find out more about your requirements.

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