What our clients are saying ...

Joining threesixty as a directly authorised firm

Mark Gilder, Director at Westcourt Financial Services

Before joining threesixty in December last year we had been utilising the services of an external compliance consultant, prior to that we were members of Bankhall.

We recognised a need to enhance and complement the support we were receiving, and having heard from threesixty in the past, decided to give them a call. We arranged to meet with a threesixty consultant to discuss our requirements, and had a tour of their online guidance and resources. They were able to provide us with a bespoke service which met with our requirements exactly. The price quoted was good value for money too.

The service we have received since joining threesixty has been excellent. We especially value their news feeds ‐ which keep us up to speed with any compliance and technical updates, their regularly updated product and fund research, suitability reports and frequent CPD training events.

We haven’t been with threesixty for long, but can see that utilising their services will have a positive impact on our business.

Syd Symonds, Managing Director at Northwood Symonds Independent Financial Advisers

Before joining threesixty we were with Sesame Bankhall (directly regulated by the FCA). We had considered threesixty some time ago, and it seemed the natural progression for us. We had met with peers at different events, threesixty seemed to be growing very fast, and everyone we spoke to who used threesixty appeared to be extremely happy with their services.

threesixty seemed to offer a more professional and bespoke service, in a way that Bankhall were no longer able to. We felt Bankhall had become far too reactive.

Changing to threesixty was extremely easy. Everything was very clear and help was always on hand when we needed, nothing was too much trouble.

Although it’s early days, since joining threesixty, they have delivered on our high expectations. We’ve had one file review day so far, with the feedback being delivered in a sensible and constructive manner. The compliance / technical helpdesks are really useful with the individuals always endeavouring to answer our queries as in depth as possible. Where they have not known the answer to a specific query, they have always found out and got back to us very quickly. The adviser workshop and seminar programme has proven extremely valuable and relevant, and much more adviser centric than we had become used to, rather than trying to push products. With us being in Hertfordshire, the Euston venue is extremely convenient for us.

We feel we are amongst a very professional set of people at threesixty, and as time goes by, we know threesixty have the tools we need when we have time to dig a little deeper.

@threesixtySvcs

threesixty services LLP, The Royals, Altrincham Road, Manchester M22 4BJ