Who we are
Policy Services Ltd is an Independent Financial Advisor company based in Linlithgow,
just outside Edinburgh.
As Independent Financial Advisers, we conduct business across a wide range of
areas and are committed to providing a quality service and treat each client as
an individual. This is vital to providing every client with their own bespoke
recommendations and cementing a long term relationship that lasts for many
years.
ps... For Private Clients
As Independent Financial Advisers we are authorised and regulated by the Financial
Services Authority.
With over 50 years management experience in UK financial services our advisers
work with a team of hand selected Private Clients.
Our Private Clients are typically high net worth individuals that have been
introduced to our services through a trusted friend , family member or
professional adviser.
ps... For Professional Advisers
In today's financial planning marketplace, changing legislation, shrinking
product margins and increasing operating costs are forcing many Independent
Financial Advisers to restructure and re-focus. The days of being "all things to
all men" are rapidly disappearing.
We provide specialist financial planning services to the clients of over 1000
professional introducers.
Our introducers range in size from sole traders to long established companies
with 7 figure annual turnovers.
The key aspect that they all have in common is that they have chosen to change
advisory status, or have chosen to become deregulated in an advice area, or
simply have chosen to focus on more profitable advice areas, delegating elements
of their client care to us.
Existing Users
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Contact Us
Policy Services Ltd
PO Box 13541
Linlithgow
EH49 7YR
Telephone: 0870 2206344
Fax : 0870 4205174