threesixty services Information

threesixty provides trusted compliance, technical and business support to over 950 directly authorised advice and discretionary management firms, supporting more than 10,000 individuals across the UK. From sole traders to large consolidators, we help firms at every stage of their journey, whether launching, scaling, or preparing for exit. Our flexible, menu-based services allow firms to tailor support to suit their needs and budget, with direct access to expert consultants, technical specialists and a comprehensive online portal. Our team includes Chartered professionals and subject matter experts with qualifications to Level 4, 6, and beyond, providing guidance on complex regulatory and technical topics including pensions, investments, tax, trusts and estate planning. We simplify FCA regulation into clear, actionable steps. With over 400 practical templates and expertly curated guidance, we help firms evidence Consumer Duty, manage regulatory risks and deliver compliant, high-quality advice. Key services include: • Personalised compliance consultancy and business risk assessments • Compliance and technical helpdesks (over 32,000 queries answered in 2024) • File reviews, financial promotions sign-off and discretionary support • Research and due diligence across funds, platforms, and tax-efficient products • CPD training, webinars and regulatory briefings • ‘trust’ – our modular compliance management suite Client feedback is central to our service. With an 2024 Net Promoter Score (NPS) of 80 (based on 484 responses), our clients value the clarity, quality, and responsiveness of our support. In 2024, firms using our help had a significantly higher FCA authorisation success rate than the market average. We’re proud to advocate for directly authorised firms, engaging with the FCA, PI providers, and industry bodies to shape regulation that works in practice. Learn how threesixty helps firms grow with confidence, backed by experience, insight and results.