To find out more about joining PTFS please call our Head Office on:
0121 767 1011

Testimonials:

Firstly I had no previous IFA experience whatsoever. I had represented a single large Life Office in a variety of roles for over 25 Years in a Tied Agency capacity and so I was very pleasantly surprised at how easy you made the process to join you. Firstly the application form was very straightforward and once combined with all my industry technical certificates easily satisfied your Membership Processing Entry Unit. The Unit were very approachable and quickly introduced themselves on the first day of the week’s induction course to discuss any queries, which they attempted to rectify during that week. I found the week’s course extremely well run with very professional trainers. It can be taken prior to the application paperwork being fully referenced which is useful from a timescale point of view .The exams were multi choice based during the week and I thought they were very fair, testing comprehensively the generic industry knowledge that you should know in each subject. A whole day was given over to the Toolbox Technology platform, which was particularly useful, and certainly light years ahead in being easier to use than my previous company’s technology platform. The main benefit to me as being a brand new IFA was the Paraplanning Unit since I am not keen on too much computer work. The Paraplanning Unit as an option to use was simply marvellous since they load all the clients onto the system for you, conduct the research and, once I have recommended and sold the product, they produce the Suitability Letter. Now that I am up and running I also find that Personal Touch organise interesting Workshops with the Leading Life Companies to keep us up to date with the latest industry developments together with knowledge updates via Toolbox. So in summary I cannot fault anything at all and would recommend Personal Touch to anyone thinking of becoming an IFA. Many Thanks Richard Barker Just wanted to say thanks for getting me reauthorized for IFA work. The process was quite straightford but not easy! As far as the numbers go it has made a BIG difference to my bottom line, now making money that I would never have had and my clients get a better service. Looking back I should never have stopped Investments and Pensions at all. Stuart Lang Moneyscreen I’m a convert:  It’s really easy... Scepticism is sometimes a healthy thing; I must admit I really was a sceptic about the new paraplanning service. However, I must congratulate and applaud Personal Touch for being at the leading edge of companies in offering this recession-beating service. I will save at least £24,000 this year in salaries... I don’t have to worry any more about what the staff are doing or not doing. No more excuses of “I’m sorry I won’t be in today” etc... I don’t have to worry because I don’t employ anyone any more. Yippee!!!!! Getting down to basics after a trial and error and the usual teething problems, the best way to use the service I have found is: 1. Complete fact find, 2. Obtain all policy information yourself first, 3. Send up to P.P.S complete file and your request for research. Pension, bonds etc… 4. This research will be sent to you by email, 5. Agree which company, etc, with P.P.S from the research. 6. P.P.S will forward quotes and application form to you. 7. See client; attach all paperwork to Toolbox. 8. Let your P.P.S  buddy know of the successful sale. 9. SQR is sent to you for finishing touches. Send to client. 10. Do all the chasing of transfers, doctors, etc, yourself... easy All this great service with compliance checking, for a few pounds from each successful case. (NO SALE, NO FEE). Am I happy?  You bet your life. I’m now off to golf... Peter Metcalfe Kate Young explains why she decided to regain her investment and pension authorisation. I have been a joint owner of Affinity Mortgage Solutions Ltd as an appointed representative of Personal Touch FS for nearly 6 years now and I, like the rest of my colleagues, have been talking about when we will eventually start making some money on the mortgage side of the business. Our sweepstake predicting the month that the dreaded credit crunch will end has expired and with dual pricing still going on (Natwest, C&G and the rest – you know who you are and we have your cards marked!), and the reduction in procuration fees, I decided to look for alternative revenues. After all, most of us are fully-qualified financial advisers, so why not act like one! I saw an advert in Personal View and received an email advertising for inexperienced advisers to get re-qualified. I contacted Lynn Perrett and she put me on the inexperienced IFA course. I took the option of using a paraplanner who has been a fantastic help, and actually I’m really enjoying being able to once again offer a professional advice on all financial matters (well, within reason!). So, new income stream, great support, what are you waiting for?