User Name:   Password:   Pin:    

Contact Us

We are here to help!

contact_details

Whatever your query or question, there will be someone here to help.
We may not always know the answer straight away, but we endeavour to investigate and report back to you as soon as possible with a resolution.

Scroll down the page to find the contact details of the Team which is best suited to your query.
 


Member Support
 

Support and high levels of service to all
Members, Providers and Clients of the
PTFS Network 

Queries concerning:

Compliance documents outstanding on toolbox
Policy creation
Password re-sets
Training centre and website navigation
Any general queries and on-line helpdesk
Website registration
Toolbox & Training Centre logins

Please call our dedicated team on:

Group Number: 0121 767 1002

Member Support Email 
 

Regional Development Team 

Queries concerning:

Business Growth & Development
Recruitment
Network Proposition
Help & Guidance
Lead Generation
Key Messages
DA Recruitment & Proposition

Please click here for your Regional Postcode area


Group Number: 0121 767 1011

Regional Development Email

 

 


Marketing & Events

Group Number: 0121 767 1075

Marketing E-mail
 

 
Membership Applications Team 

Queries concerning:

Recruitment Application Queries
Induction Date Queries
Appointed Representative and Adviser Application Processing
Introducer Application Processing
Upgrades to Product Authorisation
Induction Course Dates
Changes to Company Status/Controllers
/Personnel & Contact Details
Ordering of Sourcing Systems (Assureweb/Webline/Exchange/

Engage/Ex-Web/URU and Engage)
Website Registration
Toolbox Logins
Resignation Requests
Reference Requests


Group Number: 0121 767 1063
 

Click here to email us

Fax Number: 0121 767 1085 


Product Sales Development Managers


Queries concerning:

Product Development Queries
Lender and Provider Contacts

General Insurance & PMI -
Hannah Tasker - E-mail
Investments & Pensions -
Simon Hewitt - E-mail
Protection - Lisa Houlston - E-mail
Mortgages - Nazia Cleall - E-mail



 

PT Debt Solutions

Queries concerning:

Adviser Applications
Commission Queries
Training
Submitting Client Applications
Case Queries
(all above for PTDS related issues only)

Group Number 0121 767 1123 - E-mail
Fax Number: 0870 487 4905
Web Address: www.ptds.co.uk
 


General Insurance

Queries concerning:

Existing and New Business
Renewal business

Group Number 0121 767 1111


 

Executive Support

Helen Houghton – 0121 767 1107 - E-mail
PA to Max Wright & Karen Pearson
 
Emma Gavin - 0121 767 1101 - E-mail
PA to Dev Malle, Jonathan White, Jane Cross and Helen Gasser

 
Accounts and Commissions

Queries concerning:

Commissions - chasing of commission
Unreconciled section on Toolbox

Credit Control - releasing held payments
Credit Control Cautions
Miscellaneous Entries
 

Commissions: 0121 767 1030 - E-mail
Credit Control - 0121 767 1034 - E-mail
 

Compliance Support

Queries concerning:

Compliance Guidance Documents
Sales Process Documents
Template Suitability Letters
Compliance Technical Enquiries

Group Number 0121 767 1150 - E-mail

 

Financial Promotions

Group Number 0121 767 1170 - E-mail

 




Sales Quality Review

SQR Mortgage & Protection: 0121 767 1125

SQR Investment & Pensions: 0121 767 1019

SQR Development & Improvement: 0121 767 1088

 


Training and Competency

Queries concerning:

Competency sign off for individual
Guidance for branch supervisors
Supervisor and IFA training courses 


Group Number 0121 767 1120 - E-mail
 

Training and Development

Queries concerning:

Help with Toolbox Training Requirements
Toolbox Training courses
Induction Courses

Group Number: 0121 767 1140 - E-mail 


Risk Assesment

Queries concerning:

Firm Field Visits
Annual file audits

Group Number: 0121 767 1090 - E-mail
 


Transferring Agents

Queries concerning:

Leavers Agreements
Transfer of business
Sucession Planning

Group Number: 0121 767 1109
Fax: 0121 767 1015 - E-mail
 


IT Support

Queries concerning:

Technical Help
Toolbox Technical Guidance


Group Number: 0121 767 1014

E-mail
 

PTFS Referrals Team

Queries concerning: 

PI Insurance

Group Number: 0121 767 1100

 

Top of page | Print version
Personal Touch Financial Services Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes. This website is for intermediary use only and is not intended for the general public.