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 delivers support and personalised solutions to over 900 directly regulated IFA practices, including over 100 discretionary management firms (more than 9,000 registered individuals).
With a focus on investment orientated businesses, clients range from substantial national and regional sized firms to niche boutique investment managers and financial planners.
Through our in-house training and development, we make sure our staff have the appropriate knowledge, experience or qualifications relevant to their roles and the areas on which they may be assisting our clients.
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.
threesixty's core services brings together the best in online, over the phone and event support.
This level of support is designed to:
- Keep you informed of regulatory issues – saving you time reading FCA reports.
- Provide you with up to date guidance and specimen procedural documents – saving you time in creating documents from scratch.
- Provide you with someone to call for those difficult day to day issues – giving you reassurance that you are adopting the correct approach.
- Provide you with a comprehensive CPD programme for you and your staff – more than enough to satisfy a typical advisers’ structured CPD requirements.