This document provides an overview of the services and support available to members from Personal Touch FS, including: - Additional revenue from referrals to help businesses grow and support more clients. - Prompt bi-weekly commission payments and innovative technology solutions to enhance processes. - Dedicated support team available on weekdays to provide help when needed with 48-hour response times. - Training programs, account managers and consultants to help members achieve goals with a focus on security, expertise and tailored support. - Recruitment assistance and compliance monitoring to provide oversight and risk management.

1. Additional
revenue
Hub referrals
to help you
grow your
business and
help more
clients
Prompt payments
2 commission runs per
week paid on time
every time
Innovative
technology
the latest solutions
to enhance your
processes
technical guidance,
specialist
knowledge and
structured
feedback from
across the
business
Help when you
need it
our dedicated
member contact
team are ready
to take your calls
every week day
48 hour
turnaround
times
Security
Expertise
Tailored support
centre of
excellence training
programme,
national account
managers and
member competence
consultants will help
you to achieve your
goals
Peace of mind
safeguarding through
financial checks and
simplified regulatory
guidance
Recruitment
support
helping you source the
highest calibre advisers
Quick commission
resolutions
our compliance monitoring
provides an oversight
and ensures
effective risk
management
is in place
YOUR SERVICES
We believe that if you have the right services and support available you
can pass on the good service to your clients.
Here is just an overview of
what we have to offer:
If you have any questions please get in touch with the member contact team on 0121 767 1002 or at
membercontact@personaltouchfs.com.
For more information about our innovative technology turn to page 14. If you would like to know more about the
recruitment support available turn to page 06.