About Us
It may have been true in the past, but nowadays it's not just the 'rich' who need expert financial advice. As our standard of living improves, more and more people find themselves buying all kinds of financial products.
When you’re looking at your financial situation you want to know the advice you receive is well informed, up to date and unbiased. You also need to be sure that the service and support you receive throughout the whole process meets your expectations.
From our friendly and personal approach, matching your needs with the ideal solution and providing prompt and professional service. You can count on more than just sound financial advice.
We will spend time with you to discuss your objectives and plans for the future. Initially we will help you plan your finances to achieve your short term goals. This means that we really need to get to know you and maintain an understanding of your medium to long term goal.
We are truly independent, and our advice is always based on your needs and particular requirements. Our relationship with our clients is not just a one off service but is an ongoing relationship to ensure that the products we arranged still suit your ever changing circumstances.
One of our main roles is to keep tabs on what's going on in the financial services market. New products emerge all the time and existing ones change constantly. So when that happens, we pass that knowledge on to our clients.
It is imperative that we keep abreast of, and work within, the regulations of the Financial Services Authority.
About Personal Touch Financial Services
Personal Touch Financial Services Group is now one of the largest financial services networks in the UK. With a turnover of circa £100 million, it is one of the fastest-growing companies in the UK, appearing in the Sunday Times, top 100 in 2007 and 2008. It provides a full range of financial services, including mortgages, protection, insurance, investments and pensions through its network of over 1,000 independent financial services businesses located throughout England, Wales, Scotland and Northern Ireland.
Please click here to navigate to our Contacts page in which you can submit an online enquiry or seek our details.
Treating Customers Fairly is a core principle of our company and the way we conduct our business.
If I had my way, I would write the word "INSURANCE" over the door of every cottage and upon the blotting book of every public man, because I am convinced that for sacrifices which are inconceivably small, families can be secured against catastrophies which otherwise would smash them forever. - Sir Winston Churchill.