Personal Touch Financial Services

PTFS was established in 1994, originally a provider of GI and protection products to the financial services direct sales forces and the IFA community.

PTFS is now one of the largest well-managed financial services distribution companies in the UK. With a turnover in excess of £100 million and a proud record of making profit in almost every year of its existence.

PTFS has a diversified product range from GI, Mortgage, investments, Pensions, protection to PMI and equity release.  PTFS also provides ancillary compliance, training and marketing services that support the Directly Authorised financial services community.

Personal Touch has prided itself on being a true service provider.
Partnership, Trust, Honest Relationships, Good Value and Service have become cornerstones and key values of its business relationships.
Well known for delivering on its promises.

In recent years PTFS have won several industry awards, for best mortgage proposition, best IFA network and business leaders of the year.

PTFS has also appeared in the Sunday times fastest growing companies list for the last 3 years.  The key to growth is to help and support the growth of our members – “your growth is our growth” has become a motto we are proud to support.

Although growth and relationships are most important, so is the infrastructure and platform that supports that growth.  “Toolbox” the cornerstone IT platform makes financial services easy.

“Toolbox” has won industry awards for its
innovation and technical expertise.  A back
office system built by brokers for brokers.  Fully integrated into all areas of financial services.

One goal in mind: adding value to our business partners.
Your Growth is our Growth.

Over the next 3 years we will be developing a UK wide network of 'Financial Services Supermarket Branches'.

Our vision is to keep our Key Accounts and evolve a Financial Services Supermarket Branch of their own.

At Personal Touch Financial Services we differentiate ourselves in the marketplace by offering our members the complete financial services package, what's more, we are constantly researching diverse added value products to increase our portfolio.

We provide the support and framework, while our partners have the independence and autonomy to
run and grow their financial services business,
building a capital asset of their own.

Its part of our philosophy to work alongside our branch partners to create a network that
prides itself on good value and good advice through trained, qualified sales professionals.