Remember, with Personal Touch it’s more than a membership: it’s a partnership

When you join Personal Touch, you are not just joining a community of like-minded individuals; you are recruiting over 150 office and field-based experts in to your business.

Why partner with Personal Touch?

Quality

To get quality output you need quality input, that’s why it’s at the centre of our business. Our advisers set the standards and are widely recognised for it. We are the only network to truly place the client at the heart, as quality is reflected in our pricing. We are value, people and feedbackdriven so that we can provide the best services and continuously improve the adviser experience.

Innovation

We are ahead of the game with our forward-thinking strategy. Our market-leading, integrated and inclusive technology solutions help drive innovation. 

Strategy

Our strategy is to drive safe profit and growth for all members for the long-term. As part of this, we always aim to continuously improve. 

Strength

A solid foundation is essential for any business, whether it be financial or reputational. Fortunately for you we have both. We are a strong and profitable business with the long-term support of LSL Property Services. We have a strong, positive relationship with the regulator. We believe in making profits that remain for the long term and are not paid out in redress or fines.

What we offer

Development support

We believe our members should be able to maintain a healthy work life balance whilst achieving the maximum success possible. That’s why we see growth and development as a single entity. By developing your knowledge and keeping up to date with the industry, you can work more effectively and efficiently, and grow your business.

Training

CPD Centre

Business Development Suite

Marketing

Events

Operations support

As part of our wide array of services designed to help you achieve maximum success within your company, we believe that operational support should be second to none. Across the company, all of our decisions are made in line with a number of key principles, and ensuring operational efficiency and effectiveness in your business is a key priority.

Technology

Products

Virtual PA

Commissions

Complimentary Sourcing System

Risk calculator

Regulatory support

We’re aware of the time requirements for compliance within your business, as well as the vast knowledge required to implement it correctly. That’s why our compliance and services team is the largest team in the company, making it as easy as 1, 2, 3 for you.

Direct supervision

Mortgage Helpdesk

Advice Review Times

Compliance Helpdesk

Document Library

Our Technology

Toolbox. One-stop shop for managing your business

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

All of our members are provided complimentary access to our innovative back office system designed to ensure the smooth running of your business. Toolbox is widely respected within the industry and with our large in-house team of technological developers, we’re always on the front foot with regular updates and releases. 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.

Virtual PA. An entirely new way to drive sales in your business

Virtual PA identifies new sales opportunities within your existing client database at no cost to you, removing the ongoing need to find new customers.

With just the click of a button, you can schedule calls and meetings to your diary. It will even set up the client record for you automatically. Haven’t got time to pick it up? Just click refer and send it to your choice of introducers. Or simply snooze it to review another time.

Begin the journey

Pre-application assessment

We have one defined route for all members joining Personal Touch that our financial and Property team will help you begin

Application stage

You will have a dedicated contact from our financial and propriety team to giude you through the streamlined process.

Due diligence

You will receive all of the support you need and regular updates from our financial and propiety team.

Ongoing support

We have one defined route for all members joining Personal Touch that our financial and Property team will help you begin

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 1002

Contact Address:
Personal Touch Financial Services Ltd,
Trinity 3, Trinity Park, Solihull, B37 7ES

Contact E-mail: membercontactteam@personaltouchfs.com

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.

Recruitment Privacy Notice

We hold and process data on all those who apply to work with us (“applicants” or “you” or “your”).

Please download and read the document linked below carefully to understand our views and practices regarding your personal data and how we will treat it.

Your privacy is important to us, and we are committed to keeping your information secure and managing it in accordance with our legal responsibilities under appliacable data protection laws.

“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