About Us

Time Management

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.

Online Access

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.

Your Policy Services Account

If you already have an account with us, you can login here. Please call us at any time if you would like to chat.

If you are new to Policy Services, our online application myPSaccount.com gives you 24/7 access to your clients' information.

Learn more - Our Approach

Contact Us

0345 450 7806

Office Location

  • Policy Services
  • Oracle Campus
  • Blackness Road
  • Linlithgow
  • EH49 7BF


Postal Address

  • Policy Services Ltd
  • PO Box 13594
  • Linlithgow
  • EH49 9BB

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© 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
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