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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.
https://t.co/kBBvFSkopR
@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
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
Unravelling the complexities of fee sharing between discretionary managers and advisers. Vanessa Johnson sheds light on regulatory nuances and consumer protection considerations. #FinancialServices#Regulation#ConsumerDuty Read more: https://t.co/tdVSiiMgit
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 https://t.co/SNJ6CyJUao If these resonate, let's chat🤙03707360360 or✉️ [email protected]
🎉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 https://t.co/Xmd0BrQYdz
#fca#directauthorisation
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 [email protected]#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 [email protected]#CPD