Personal Touch Financial Services

Personal Touch Financial Services was established in 1994, and is the consumer led adviser network focused on quality and commitment to ensuring our members deliver great consumer outcomes. We pride ourselves on our straightforward propositions and high quality services.

Appointed Representatives

With over 20 years’ experience of supporting appointed representatives in achieving their business goals, our core qualities are stronger than ever: high quality and personal service.

We support businesses of all shapes and sizes to ensure they are in the safest place possible and we are proud of our strong relationship with the regulator. We have everything you need under one roof. Whether it’s specialist regulatory support, comprehensive panel access or revenue growth, our industry professionals will provide it.

Our focus on technological improvements is designed to help each adviser become more efficient, with our own state of the art technology system Toolbox. Our in-house team of IT developers allow us to offer what we believe is one of the most comprehensive and intuitive solutions on the market, reducing administration processes and improving the adviser and customer experience. The constant evolution and improvements ensure you stand out in a competitive market and provide you with more time with your clients.

Directly Authorised

We can support with a blend of tailored services for you and your business designed to achieve results. We save our members time and money so that they can focus on what they do best: running successful businesses and giving great advice.

We provide a range of high quality, professional services that you can hand-pick and combine to create the service that you need. Whether you need specialist regulatory support, a comprehensive panel or revenue growth, it’s all here under one roof.

And the best bit? You’re not just getting a service package; you’re recruiting over 150 office and field-based experts at your fingertips. With Personal Touch Direct it’s a partnership.

Whether you are an AR or DA come and see us on our stand to discuss how our valued proposition could benefit your business.