the DIRECTORY
The Royals
353 Altrincham Road
Manchester
Cheshire
M22 4BJ
T: 03707 360 360
E:
www.threesixtyservices.co.uk
No. of consultants: 16-20
Geographic area covered: Nationwide
  • National

Threesixty Services LLP

Threesixty provides fee based support services for directly regulated pension, investment, mortgage and insurance intermediaries. We provide services to support firms whereever they are in the business lifecycle, from full hand holding service for firms looking to seek direct authorisation or to vary their permissions. Through expansions via acquisition and merger support and eventual succession planning or sale of your business.  Providing support across your firms needs adapting as you needs change.

Threesixty also provide a range of consultancy services suitable for those managing investments holding full discretionary permissions. We also provide outsourced service to nationals and networks.

Threesixty provides personalised solutions, via a sensibly constructed package, unique to each client firm.

Contact and we will see how best we can assist you.

 

types of client firm served:

  • Authorised Professional Persons
  • Building Societies
  • IFA (incl IFA divisions of financial institutions)
  • Institutional investment management
  • Insurance Brokers - Pure Protection Products
  • Mortgage Brokers
  • Private Client investment management
  • Restricted financial advisers
  • Retail investment management
  • Trade associations, professional bodies and regulators

services offered:

  • Advice pre regulatory risk assessment or supervision visit
  • Authorisation -FCA
  • Complaints Handling Reviews
  • Compliance advice
  • Compliance Support
  • Compliance Training
  • Documentation
  • Due Diligence
  • File Review
  • Health Checks
  • Management training & support, Staff training
  • Marketing and Business Development
  • Mis-selling Reviews
  • Money Laundering/Financial Crime Advice and Reviews
  • Regulatory and Examination Training and Coaching
  • Regulatory Returns Assistance
  • Regulatory Updates

Services to other firms:

  • Documentation