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