"Their computer system is jaw droppingly clever"
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 is here 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.
We do not compete with your advisory service in any way. We help to reduce your in-house costs and obligations, offering you online access to client account information. And if your Client needs Independent Advice, we're ready and able.
Welcome once again. We look forward to making your professional life considerably easier.
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.
