This week Mark Loosmore of AT8 Group examines Personal Touch's new attitude-to-risk tool.
Personal Touch is the second largest network in Great Britain, according to FSA tables. Its foundation is in the general insurance and mortgage markets, but it has recently been growing considerably in the life, pensions and investment sectors. Its growth has been based on a focus on providing personal, local service; backed up with strong training programmes and heavy investment in technology. It now has more than 220 IFAs in the network and has a clear ambition to grow this to create what it believes will be the strongest of all network propositions. Tech focus Technology is at th...
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