threesixty services

🚨 This account is no longer maintained. To stay up to date with the latest updates from threesixty, including important regulatory updates, expert opinion, and company news, please follow us on LinkedIn: linkedin.com/company/threes… Thanks for staying connected!

Introducing trust - Our new compliance management suite! Simplify compliance, streamline tasks & ensure risks are actively managed. Centralise documents Strengthen risk management Monitor compliance and tasks Manage SM&CR requirements Find out more: threesixtyservices.co.uk/ourservices/tr…

Many congratulations to Russell Facer, Laura Chuck, and the whole @threesixtySvcs team on this fantastic achievement!

Interested in joining @threesixtySvcs (the winner of @Profadviser best support service 2024) team or know someone who would, let us know? We currently have a vacancy for forward looking people with a passion for helping others. threesixtyservices.co.uk/compliance-mon… @TheAPCC

We're delighted to have been crowned the 'Best Support Service for Advisers' at last night's Professional Adviser Awards A great night for us, and many of our clients that walked away with top honours. #Congratulations to all the winners!!! #BestSupportService #PAAwards2024

What does a robust assessment of financial adequacy involve for IFA firms? @threesixtysvcs's Tony Lewis explains all... #Regulation #FCA #Compliance #Financialplanners #Financialresources #ConsumerDuty #Financialadequacy

For any advisory firms and Discretionary Investment Managers working together, this article is a must read, and could save you from potentially serious issues further down the line #compliance #financialplanning #regulation #fca

Long read: What does the FCA’s survey mean for ongoing services? on.ft.com/3IdAB1h

Sustainability Disclosure Requirements: What the regime means for IFAs ow.ly/aj29105iqPF

This is concerning - it's clear many firms are still struggling to find the right support for their business. If you're facing challenges, or have experienced an unexpected increase in charges, it may be time for a change. Get in touch to find out more! #compliancesupport

Firms facing unexpected #compliance support cost hikes are exploring alternatives. But cost isn't the only reason for changing support provider. Check out the typical reasons threesixtyservices.co.uk/article/10181 If these resonate, let's chat🤙03707360360 or✉️ talktous@threesixtyservices.co.uk

🎉Celebrating an incredible year! Our 'world-class' 2023 Net Promoter Score of 87 is a testament to our amazing team's dedication & the exceptional service we provide. Huge thanks to our clients for their invaluable feedback! We look forward to another year of success together.

Alongside Albemarle Street Partners, we're hosting our first Breakaway Adviser bootcamp on 17/11 in Knutsford for those thinking about setting up on their own and/or leaving their network. Admission is free. Find out more at breakawayadviser.com/breakaway-advi… #fca #directauthorisation

@RobinMelley @longbon_company @_moneymarketing Well done to the team at @longbon_company, fantastic news!

Huge congratulations to Felix and the team at @longbon_company at the @_moneymarketing Awards #MMAwards23 😊

@_moneymarketing @MABCentral @MBACheam Well done to the team at @MABCentral, fantastic news!

Who’s grabbed the Best mortgage advice firm crown? It’s Mortgage Advice Bureau @MABCentral Highly commended goes to MB Associates @MBACheam Congratulations! #MMAwards23

@_moneymarketing @eqinvestors @whitemarbleteam Well done to the team at @eqinvestors, fantastic news!

Taking the title for Best ESG advice firm is @EQInvestors! Thank you to Sustainable Investing for Financial Planners Certificate by @whitemarbleteam for supporting this category. Congratulations! #MMAwards23

@_moneymarketing @Mazars_UK Well done to the team at @Mazars_UK, fantastic news!

Another big one… Your 2023 Advice Firm of The Year is @Mazars_UK - many congratulations! Thank you to Schroders Investment Solutions @Schroders_UKfor supporting this award #MMAwards23

With the increasing use of social media advertising & the emergence of new social media platforms, the #FCA and #ASA clearly have financial promotions in their sights. If your firm uses social media we recommend you read the FCA’s proposed guidance & take note of the changes.

Our guide to applying for direct authorisation explains the pros & cons of becoming directly authorised, the process of obtaining authorisation from the FCA, and what’s involved - to request a copy email threesixtyguides@threesixtyservices.co.uk #FCA #newstart #financialplanning

For a limited time only, we're offering all FCA regulated firms a free user licence to experience our interactive #ConsumerDuty training module - further licences can be purchased via @RealsenseUk. To request a free user licence email consumerduty@threesixtyservices.co.uk #CPD