75point3 - Partnerships

We are Chartered Financial Planners , publicly committed to a customer first approach and values that align with a professional Code of Ethics Have a chat with our experts today T: 01745 530202 W: 75point3.com Why 75point3? Trusted qualifications We know that qualifications count when establishing the credibility of a professional service. Our team includes certified and chartered financial planners, and an adviser who is STEP qualified. We also insist that all our advisers are members of professional associations. A strong reputation There is no shortcut to building an outstanding reputation. It takes years of hard work and exemplary service, and we are proud to be a respected name throughout our North Wales region and beyond. Our business is promoted in person and by word of mouth rather than via remote sources such as trade bodies or IFA websites. Trusted and independent As independent financial advisers, we always consider the whole of the market when working with clients. This ensures they are able to access suitable products and competitive deals. Friendly and approachable The long-term relationships we nurture are not only built on unrivalled expertise, but also on being friendly and approachable, and always speaking to our clients in language they understand. Extensive knowledge Our team includes specialists in a wide range of areas, so we are able to draw on the most appropriate insights and expertise for each of our clients. Client-focused service Our service is completely client-focused, so you can be sure that we’ll always work hard on behalf of you and your clients. Mutually beneficial relationships We ensure our partnerships work for everyone, offering referral fees or client discounts on an individual, pre-agreed basis. Some longer- term relationships have developed into more formal equity partnerships, and you are welcome to discuss this type of arrangement with our existing equity partners – your fellow professionals – at any time. Making the most of digital but keeping it personal In this rapidly changing world clients are increasingly demanding enhanced services via the internet. We have invested in digital technology and systems to provide convenient and accessible options for our clients and partners including the provision of client portals and online meeting facilities. We are ready to help, so get in touch today.