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.

At Personal Touch we are always looking for talents like you!

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.

Positions available

Why working with us?

We believe in work-life balance

Along with our consumer centric culture and ongoing development opportunities, we also offer a wide range of attractive benefits including pension, private medical insurance, fantastic holiday allowance, flexible working and much more.

Our offices are conveniently placed with fantastic network links, making it as easy as possible to get to and from home. We’re placed in-between the M42 and M6 motorway with plenty of free parking and a major train station is only a 5 minute walk away.

There are a wide range of shops and restaurants locally and we’re all waiting with anticipation for the phenomenal Resort World to open their doors.

Ethical behaviour is good business

As part of our corporate social responsibility, we support a new charity each year, with our focus for 2014 on Cancer Research. Our employees and membership all get involved in raising funds through a wide range of initiatives.

We stand by our approach of never doing business aggressively and it’s what makes us stand out in the market place. Our values, qualities and delivery all speak for themselves – we’re transparent and will never promise something we can’t deliver.

We advertise our consumer /adviser complaints levels on our website, even though they’re so low, we aren’t required to. We do this simply because it’s the right thing to do for the end consumer (and we’re proud of them). We also share our financial reporting quarterly with our employees, through briefings with our CEO, along with any high level updates. All employees are invited to attend, as each of our individual employees are as important as each other.

Engagement commitee and charity support

The purpose of the engagement committee is to deliver a series of events which embed culture, values and support the business engagement strategy. We hope our events will build stronger relationships and re-enforce a sense of teamwork.  The committee aim to arrange events that will cater to the needs and interests of all staff, and therefore we are interested in feedback to determine the success of our efforts and to keep abreast of what our employees are interested in.

Have a look at our latest events at our head office

Bake sale


We all know the way to PTFS employees hearts is through cake!

Another great bake sale to raise money for Children in need… a total of £89 was raised!

Costume and Escape room winners


This Halloween our staff took part of an exciting game…Valiant Values escape rooms.

The winning team has been rewarded with a fantastic buffet, plus a Halloween treat.

Wellbeing Week

17/07/2017 - 21/07/2017

Monday we served a healthy breakfast to all our staff…Tuesday was healthy mid-morning snack…Wednesday we thought we would provide staff with a healthy salad lunch…Thursday was staying safe in the sun (and heat)…

We closed the week of wellbeing with a fruity Friday along with mindfulness meditation session…

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

Personal Touch is a fantastic place to work. I’ve been given opportunities to progress my career, whilst receiving support in gaining CIM qualifications

Kate MarshPerformance Marketing Consultant at Personal Touch Financial Services

Get in touch

If you are interested in applying for any of our roles then please email your CV and a covering letter to clearly stating which job you are applying for.

To find out further information, please do not hesitate to call 0121 767 1065 to speak to a member of the HR team.


Alternatively, if you would like to send your CV for us to keep on file, please email clearly stating “speculative application”.

Check our latest job opportunities on twitter using the hastag #PTJOBS