We help you look after your finances
Policy Services is an independent financial adviser based in Linlithgow, Scotland. We have grown on foundations of good quality service and it's really important to us that you find our service invaluable. In April 2020 Policy Services became part of the St. James's Place group.
We will mainly deal with you over the phone or email, but sometimes you will hear from us in the post too.
If you have a smartphone or like dealing with your finances over the internet, we can provide you with that too. Just contact your Financial Adviser and they will get access set up for you.
We know that you want to continue working with the Financial Adviser that you know and trust. We fully respect and encourage your choice.
As your Financial Adviser will have explained, we work alongside them, ensuring that your finances are being managed efficiently and effectively. Whilst the service we provide is predominately administration, we are here to provide whole of market advice when required.
We like to be as efficient and accessible as possible. So we have our online service as well as being available over the phone.
If you already have a portal account set up with us, you can login here to access annual income disclosure and online portfolio reports.
If you already have a myPFP account set up with us, you can login here for 24/7 access to your policy information.
Please get in touch with your Financial Adviser or call us at any time if you would like to chat.
