Personal Touch Financial Services has made changes to its head office structure to enhance its focus on helping IFAs and brokers to build their businesses.
The firm's risk assessment, sales quality review and paraplanning divisions have all been brought together into a division called Service Delivery, integrating the systems solution Toolbox. Meanwhile, compliance and risk have been brought together as a new division, under the leadership of Helen Gasser, previously risk director and group solicitor. On the back of the recent establishment of training centres around the country, the firm has also refocused Training and Competency to work with members and businesses. Karen Pearson, human resources and development director at Personal ...
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