threesixty services
HQ Address
The Royals, Altrincham Road, Manchester, M22 4BJ, United Kingdom
Website Address
Business introduction
Support for financial advice and discretionary management firms
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.
threesixty services Solutions
Events
Our range of development seminars and workshops provide a valuable source of training and structured CPD. All of our development programme events are accredited by the CII, CISI and The London Institute of Banking and Finance and take place at various locations throughout the United Kingdom. Our annual events programme covers the topics......
business needs
view solutionHelpdesk Support
Our compliance and technical helpdesks provide assistance with upward of 2,500 queries each month on all aspects of FCA regulation such as regulatory reporting, authorisation of new firms, FCA monitoring activity, complaints, financial promotions, training & competence / recruitment as well as technical advice on UK life, pensions, trusts and taxation....
business needs
view solutionObtaining FCA Authorisation
Applying for direct authorisation The FCA need to ensure that your firm has the skills, resources and expertise to manage the risks associated with running your own directly authorised business. threesixty have helped hundreds of firms gain authorisation from the FCA and can provide you with all the assistance you are likely......
business needs
view solutionResearch
threesixty provide a range of research and investment solutions to our clients, including a risk profiling tool, mapped investment and model portfolio solutions and product and fund research. Our research is regularly updated and based on a review of the whole of the market. Within each piece of research we include......
business needs
view solutionthreesixty online
Our website provides a valuable information resource, suitable for all clients, regardless of their role within the firm. News and opinions The latest regulatory and industry news and opinions Client Content relevant to advising your clients, organised in accordance with the six steps for financial planning, from engaging with the client (where we include......
