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 50 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.


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

For future opportunities, please email a copy of your CV to careers@policyservices.co.uk

If you are interested in applying for the position of Evening Support Administrator, please Download and complete our application pack and return to Policy Services by Tuesday 31st May.

Contact Us


Policy Services
Oracle Campus,
Blackness Rd,
West Lothian
EH49 7BF


Policy Services Ltd
PO Box 13594,
EH49 9BB


0345 450 7806


0870 4205174