Background

Background

In a constantly changing market place, intermediary firms face numerous challenges outside their main function of providing advice and services to their own clients.

As the RDR deadline approaches, firms still face further change and Principals of IFA practices are once again prompted to consider whether the question of ‘value for money’ is being properly addressed.

Support services organisations offer a more cost effective, user friendly alternative to traditional networks, with intermediary firms being directly regulated.

The industry has always accommodated a number of smaller consultancy practices offering specialist advice in areas such as compliance, research and technology, however this can be an expensive and incomplete solution.

With the advent of countless new challenges, many firms are now looking to organisations that can deliver guidance of the highest quality across all aspects of an IFA Business. However, few support services providers truly offer the required range of quality service and expertise.

Since its launch in March 2003, threesixty’s clients have enjoyed a range of constantly expanding, value adding, services delivered by a team of dedicated professionals.

Why threesixty services

We recognise that each firm is unique and as a result, deliver our services in a sensibly constructed package appropriate to each situation. Equally, our totally transparent fee based charging structure mirrors the way firms charge their clients.

Our aim is to provide our clients with immediate access to highly qualified and competent staff. As a client of threesixty we ensure you receive a quality service that is never compromised.

threesixty are a business consultancy that delivers first class service in all areas relevant to an IFA firm, of which regulatory compliance support is a core activity.

threesixty is able to deliver this support through

 

Culture that is:

- Proactive
- Listening
- Commercial in its approach focusing on solutions and embedded value

Expertise in:

- Technical Support
- Training
- Technology
- Client Services and Management
- Strategic Development

Relationship Management that:

- Works in partnership with clients
- Has designed relationship managers and specific contact points
- Provide access to acknowledged experts in specialised fields