Come and chat to Russell Facer and Barry Martin on our stand at the Consumer Duty Alliance conference today and find out more about our new holistic compliance management solution 'trust'! #ConsumerDuty #talktous
threesixty services
Financial Services
threesixty provides uniquely focused compliance and business support services to over 950 directly authorised firms.
About us
threesixty provides a flexible, menu-based approach to services, tailoring support to meet client’s exact needs and budgets. Unlike other support providers, threesixty is solely funded by clients, not third parties. threesixty maintains a fee-based model unaffected by a firm’s turnover or number of advisers. Clients have access to an unmatched range of online resources, including guidance, templates, product and fund research and due diligence, CPD services, and direct helpdesk support. All consultants providing compliance and technical support are at least level 4 qualified. Many are Chartered, some are Level 7 and STEP qualified. threesixty also has experts in discretionary management and CISI PCIAM qualified specialists. In 2023, threesixty’s Net Promoter Score was a ‘world class’ 87, based on 463 unique client feedback survey responses, representing 304 unique firms.
- Website
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http://www.threesixtyservices.co.uk
External link for threesixty services
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Manchester
- Type
- Partnership
- Founded
- 2003
Locations
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Primary
Get directions
The Royals, 353 Altrincham Road
Manchester, M22 4BJ, GB
Employees at threesixty services
Updates
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threesixty services reposted this
Laura and I had the pleasure you collecting the best support service award tonight on behalf of all the threesixty services team. It really is a whole team and great team effort. Bigs thanks to the team, Money Marketing and all our clients (many of whom have been picking up awards tonight)
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threesixty services reposted this
threesixty services named as 'Best Support Service Provider' at the Money Marketing Awards 2024! Many congratulations to Russell Facer and Laura Chuck (pictured) and the whole threesixty team on a fantastic achievement!
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threesixty services reposted this
The Best Support Service Provider award goes to threesixty services – well done! 🏆 #MMAwards24
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This is shaping up to be a fantastic event! For more information, including a full agenda, and to register see: https://lnkd.in/ed3HkCq2 #ConsumerDuty #Financialplanning #FCA #Meettheexperts
Our inaugural national conference includes, financial planning guru, Brett Davidson, as a keynote speaker, sharing good practice. There will also be financial planning practitioners providing insight on key topics, including the use of technology in their businesses and their approach to intergenerational wealth management.. Attracting new talent, supporting business growth, succession planning, as well as an opportunity to interact with an expert panel and network with like-minded professionals. threesixty services, SimplyBiz, LIBF, Howden Insurance Brokers Limited, Money Alive, Model Office Ltd, My Care Consultant, and many more support services will be on hand to answer your questions and offer support. This is FREE to attend, book your place here: https://lnkd.in/ed3HkCq2 #FinancialPlanning #FinancialAdvice
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AI is taking the world by storm. Technology providers continue to innovate, and businesses are starting to look for ways that AI can make them more efficient and reduce their costs. How AI can be used compliantly within financial services, to the advantage of advice firms and their clients is not widely understood. However, with the new and exciting new AI based products entering the market, many firms are beginning to worry that not integrating AI into their business processes now could leave them at a disadvantage ...
Stay ahead in the AI revolution! 🚀 Tony Lewis shares essential due diligence tips for integrating AI in advice firms. Ensure compliance and enhance efficiency. #FinTech #AI #FinancialAdvice 👉 Read More: https://lnkd.in/eeFt8yeU
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The regulator says that: 'Reducing complexity of the FCA’s rulebook could lower costs for firms, encourage innovation and help support the risk appetite needed to support growth, ultimately boosting international competitiveness and the economy over the long-term.' threesixty services's Head of Compliance Strategy Vanessa Johnson shares our views on where the FCA rulebook could be streamlined and refined, and where further clarity is needed. See https://lnkd.in/ekc56HXw
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threesixty services reposted this
Join Herrington Carmichael's Alex Canham and Mark Chapman as they collaborate with threesixty services's Russell Facer to discuss recent trends from the FCA regarding asset sales, including a discussion on the Dear CEO Letter (November 2023), SUP15 and practical implications. Follow link to sign up today: https://lnkd.in/dqCNEnij #Collaboration #AssetSales #LawFirm
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threesixty and SimplyBiz will remain competitors, despite now being owned by the same firm, threesixty CEO Russell Facer has said. 'We have different offerings and different client bases'. See: https://lnkd.in/evTWgJCH #compliancesupport #financialplanning #regulation #financialadvice
Threesixty and SimplyBiz to remain competitors after Fintel deal – Facer
citywire.com
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threesixty services reposted this
Following the announcement last week, we're delighted to welcome the threesixty services team to the Fintel family. With a shared commitment to promoting the value of professional financial advice, we believe this deal will further expand the choice of quality services in this vital sector.
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