Welcome to Policy Services.

As an Independent Financial Adviser we help our clients to look after their money.

Working from our Headquarters in Scotland our advisers provide independent advice to a select group of Clients.

Clients Introduced By St. James's Place

We are proud to have worked together with St. James’s Place for over 10 years and provide independent financial advice to Partners Clients when required.

If you have recently received a letter from us and would like to obtain more information about our services, please log in below using the details contained on the letter.

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Our Team

Our Directors

David Ness
David Ness
Managing Director
Maggie Ness
Maggie Ness

Our Staff

We have a team of 40 staff based at our headquarters in Scotland.

For the second year in a row we are proud to have been finalists in the Great Places To Work Scheme.

Join Us

We are always looking for the right people with the right attitude to join our growing team at our Headquarters in Scotland.

If you’ve got a passion for helping clients with their finances, we would really like to hear from you. Please send your CV to careers@policyservices.co.uk and we will get in touch if the right opportunity is available.

Contact Us


Policy Services
The Hub,
East Gateway,
Beancross Road,


Policy Services Ltd
PO Box 14937,


0870 2206344


0870 4205174