October 20, 2016 3:49 PM ET

Professional Services

Company Overview of Personal Touch Financial Services Limited

Company Overview

Personal Touch Financial Services Limited provides business, technical, and regulatory support services for financial advice companies in the United Kingdom. The company focuses on the mortgage and protection sector. Its services include direct supervision, mortgages helpdesk, advice review times, compliance helpdesk, and document library; and technology, financial products and liaise, referral service, virtual PA, commissions, complimentary sourcing systems, and risk calculator services. The company also provides services in the areas of CPD Centre, training, business development suite, marketing, and events. Personal Touch Financial Services Limited was formerly known as Personal Touch Ins...

Trinity 3

Trinity Park


Birmingham,  B37 7ES

United Kingdom

Founded in 1994


44 12 1767 1000


44 12 1767 1035

Key Executives for Personal Touch Financial Services Limited

Chief Executive
Head of Member Services and Operations
Managing Director
Head of IFA
Head of Recruitment
Compensation as of Fiscal Year 2016.

Personal Touch Financial Services Limited Key Developments

Personal Touch Announces Management Changes

Personal Touch has appointed its finance and IT director Jane Cross as chief executive. She has replaced Max Wright, who has stepped down after five years in charge. Wright will continue to hold a position as a non-executive director before becoming chairman of Personal Touch in 2015. Cross joined Personal Touch in January 2012 from Jelf Insurance Brokers, where she was finance director.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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