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77: Personal Touch Financial Services

1 Mins

Personal Touch FS is an FSA-regulated network of financial advisers. Working on a commission basis, the business uses its size to negotiate preferential rates for mortgages and other loans with financial institutions, and offers them to its network of brokers.

The business also gives clients access to its “Toolbox” back-end system, through which members can browse the best deals for customers and organise their client book. According to MD Mike Allison, the business is branching out into complementary services, such as staging events for key clients and creating regional support centres. Last reported sales were £77m, but that figure has stretched to £100m this

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