Job satisfaction is the key to a successful career and business.

Allowing you to maintain the best delivery of financial advice ensuring that clients come back to you again and again.

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.

CPD Centre

It’s difficult to keep up with such a fast changing industry so our CPD centre allows you to do it at a time and place to suit you, and compliments the face-to-face sessions that our training team offer.


Our extensive training team support you in all manners of training and development, whether it be authorising in a new product, understanding how you can improve your sales pitch with clients or dealing with a difficult employee, there’s something for everyone. Training is delivered across the country either face to face or virtually to suit member’s needs, with all seminars equally allocated across the country.

Business Development Suite

Our business development suite that is exclusive for Personal Touch members will open your mind to endless opportunities to help you improve your service offering, retain your clients and attract new ones too.

Marketing your Business

With access to a team of marketing advisers as well as an innovative marketing suite of template material, you’ll be able to market your business to new and existing customers like never before, all included in the cost of your membership fee.


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.