Are you ready for the next step in your financial advice career?

When you join Personal Touch,  you’re joining a community of like-minded professionals and partnering with over 150 office and field-based experts. Whether you’re a financial adviser looking to join a member firm, or a firm looking to join the network, our membership benefits will support you in achieving your goals.

What we offer

Development support

We believe our brokers 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.

Direct supervision

Mortgage Helpdesk

Advice Review Times

Compliance Helpdesk

Document Library

Why Personal Touch?

We’re recruiting nationally for financial advisers to join our family. We’ll provide you with everything you need to achieve your career ambitions and help you open new doors to your future.

Quality

Quality is at the centre of our business. Our advisers and brokers set the standards and are widely recognised for it. We’re the only network to truly place the client at the heart, as quality is reflected in our pricing. We are value, people and feedback driven, so that we can provide the best services and continuously improve  our brokers’ experiences.

Innovation

We’re 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. 

Strenght

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.

Thinking of joining our family?

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.

The Virtual Family

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.

Virtual Introducer. Get referrals without even leaving the office.

Virtual Introducer generates referrals from estate agents, as part of our exclusive partnership with Zoopla Property Group.

Receive mortgage referrals straight to your inbox and opportunities to advise on protection and general insurance, for a truly holistic service.

Thinking of joining our family?

Attend exclusive events locally, regionally and nationally.

We hold a large number of events across the country throughout the year giving you face to face contact with not only the staff members at Personal Touch, but also key individuals from our provider and lender partners.

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 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:
joinus@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.

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