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Why has a network developed a Directly Authorised Services proposition and why should that give you confidence to use our service?
PTFS was established in 1994 and is now one of the top three Financial Services distribution companies in the UK. For the first 10 years of our history we specialised in providing innovative and core Financial Services products to tied sales forces, IFA’s and financial practitioners.
We built a business on service, trust, partnership and competitive products with no tie-ins.
THAT REMAINS THE CULTURE OF THE BUSINESS.
Five years ago we entered the network arena and following an investment from Aegon, we spent several million pounds building our own technology and compliance structure to support the network. Personal Touch is now well respected as one of the best networks in the UK.
We have now invested heavily to adapt our technology for the DA market as we feel it is the time to bring all our expertise to that market. ‘Back to our roots,’ so to speak.
Being a network we are regularly challenged, risk averse and compliance savvy. That is why DA members can benefit from our experience.
Giving you peace of mind and confidence that a partner like Personal Touch can support you through the regulatory and technological challenges ahead. We support you making the right decisions, side by side.
You can enjoy the following benefits
- Fees Free Proposition
- No retention on Mortgages, Investments, Pensions, Household, ASU and Ancillary products
- No Minimum Business Levels
- Market Leading Commission Rates
- Commission and Procuration fee's paid direct to you
- Discounted Trigold whole of market sourcing system
- Free access to Assureweb or Webline
- Free Household and ASU sourcing
- Introducer services for all business areas
- Access to our award winning back office system - Toolbox
If you would like to meet us we will be happy to arrange a meeting at our office or externally with one of our BDM's in your area.
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