Being a Financial Adviser involves two very separate calls on your time. On one hand is the true value you add through giving your clients relevant and appropriate financial advice. On the other is an ever-growing mountain of paperwork and administration.
Policy Services exists to do the admin for you, allowing you to spend your time adding real value. It is a service we developed to assist advisers switching their business to restricted firms, particularly St James's Place.
We do not compete with your advisory service in any way. Our role is to reduce your in-house costs and obligations, offering you online access to client account information.
Welcome once again. We look forward to making your professional life considerably easier.
© 2016 Policy Services Limited is authorised and regulated by the Financial Conduct Authority FCA no.214036
Policy Services Limited is Registered In Scotland No. 230167
Registered Office Priorsford, 75 Grahamsdyke Road, Bo'ness EH51 9DZ
VAT Number 154 4463 12