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 our customers should receive a service that they want to go back to again and again.

Our values


We do what we have said we will do within the agreed time frame and in turn we will always say if we are unable to do something. We approach difficult decisions with confidence and appropriately challenge where necessary, if anything does not result in good consumer outcomes.


Through our service delivery we will always stand by what we believe in whilst continually keeping the consumer at the heart of what we do and the way we think. We will always give a clear answer to enquiries and even when customers may not agree with the outcome, they can be assured that our values and principles have not been compromised when making decisions.


We deliver a service that demonstrates our commitment, enthusiasm and professionalism at all times. You can expect us to communicate in a straightforward manner and adhere to the service levels we promise. It is our aim to ensure we demonstrate ownership throughout enquiries right through to resolution.


We recognise opportunities where we can improve our processes and the way we do things. We are always open to feedback and suggestions and will ensure that we communicate when any changes are implemented. Our passion for continuous development will enable us to support progression and deliverance of good quality advice.

Our responsibility

We will deliver a first class service to our members

We work closely with colleagues across the organisation to improve the overall member experience and achieve service levels. We operate within a consistent, fair, and timely framework. We are always working to achieve a successful outcome that benefits Personal Touch you, and most importantly the end consumer.

We aim to help our members achieve success

We need to work in partnership with members. Our goal is about flexibility and positively looking for ways to support you in achieving your goals.

We want you to earn your client's loyalty

By giving you peace of mind and creating a trustworthy partnership, we hope that our members will remain with us along their journey.

We aim to support the delivery of good consumer outcomes

We are committed to our business values – brave, passionate, progressive, and principled – and our cultural indicators.

We provide a service that understands individual situations

By having a clear goal on the service we wish to provide to our members, they will get access to knowledgeable, helpful, friendly people, whichever channel they choose to use.

Our Technology

Toolbox. One-stop shop for managing your business

Toolbox is owned and developed by us with advisers , for advisers.

We can develop it in-house to cater to your current and future needs. Maximise your opportunities and time with our electronic verification, our client feedback system, our customer Insight technology and our complimentary quote engine access. What’s more, our advisers have access to the fully integrated MortgageSOurce System. This software enhances the adviser experience and is an inclusive benefit.

Work with us

Developing talents

If you have recently graduated and you are looking for a career that will help you to develop your knowledge and skills you couldn’t come to a better place. Find out what is available here

Positions available

Head office roles

Our current head office vacancies are open. If you are interested in applying for any of our head office roles then please click below or email your CV and a covering letter to clearly stating which job you are applying for.

Positions available

Advisers roles

Do you want to be part of a network that puts your development at the forefront and helps you to progress throughout your adviser career? Are you a financial adviser looking for your next step? We are looking to recruit self-employed mortgage and protection advisers to join our growing financial service members businesses.

Find out more

I love working here, we are hard working people who always try to deliver the best for the clients. The culture is positive, vibrant and enthusiastic.

Cinzia CecchettoDigital Marketing Consultant at Personal Touch Financial Services

Get in touch

If you would like to speak to one of our experts about how we could add value and income to your financial adviser business, please get in touch with us.

Alternatively, complete our form and we’ll get in touch with you.

 Contact Phone Number:


✆ 0121 767 1024 (to speak to one of our recruitment experts)

✆ 0121 767 1008 (all other enquiries)

Contact Address:
Personal Touch Financial Services Ltd,
Ground Floor, 3700 Parkside, Birmingham Business Park, Solihull, B37 7YG

Contact E-mail:

We’re available 09:00 – 17:00 Monday to Friday to answer any of your questions.

All calls to and from Personal Touch are recorded for training and monitoring purposes.