We help you to grow your businesses compliantly and profitably.
Our range of pro-active services include business risk assessments, training seminars, helpdesk support and threesixty online. In addition we provide technical support, product and fund research, discretionary management support, events and much more.
Who we are
threesixty deliver advice and personalised solutions to over 800 directly regulated IFA practices, including over 100 discretionary management firms (more than 8,000 registered individuals).
We focus on investment orientated businesses. Our clients range from substantial national and regional sized firms to niche boutique investment managers and financial planners.
All staff providing compliance or technical advice have attained level 4, many are level 6 qualified or above. We also have many individuals with qualifications in investment management, accountancy, regulated advice, trusts, taxation, and risk profiling.
How we do it
Our services are fee based and not influenced by your turnover or number of advisers. We are there to work for you and have no interest in promoting additional services that do not sit well with your business model.