360 Dotnet has developed 360 Lifecycle as the ultimate practice management system for financial services businesses. 360 Lifecycle currently provides benefits to over 20% of the mortgage market.
The system puts firms in control of their data and company processes. 360 focuses on improving customer service, maintaining strong client relationships and creating new opportunities. We know that good relationships and trust are key to giving sound advice and building a strong client portfolio.
The tools in our system can provide significant savings on the costs of running businesses, saving valuable hours of the working day and ultimately delivering increased revenue. 360 Lifecycle offers a client facing FactFind and a secure Client Portal which helps to save further time and improve client relationships. Clients can enter hard facts into the FactFind at a time when it is convenient for them and have the confidence to send documents securely to businesses.
Buckinghamshire Building Society, High Street, Chalfont St Giles, Bucks, HP8 4QB
Buckinghamshire Building Society’s mission statement of Doing The Right Thing” is applied to every aspect of our business from our customer service through to the design of our product range. As a mutual building society our focus is on helping people to save for the future and buy their own home. With no credit scoring and manual underwriting, we can look at cases on an individual basis. Our aim is to help as many people as possible, assisting those with credit issues, complex income or circumstances which are slightly out of the ordinary. With no shareholders, we are a member owned organisation which puts the customer at the forefront of everything we do.
BuildStore Mortgage Services
8 Houstoun Interchange Business Park, Livingston, EH54 5DW
BuildStore Mortgage Services is the UK’s leading specialist mortgage broker, servicing the self build, renovation and conversion sector, as well as the emerging custom build market. Our specialist mortgage advisers are true experts, with unbeatable in-depth knowledge of self and custom building, including the planning process, building regulations, warrant and design stages, as well as budgeting and costings. Our exclusive mortgages are designed to suit the specific needs of self and custom builders, and are delivered by a panel of leading mortgage lenders
At Darlington Building Society we offer specialised mortgage lending for those who value the individual assessment of every case supported by excellent personal service. Our approach means that we are able to consider a wide variety of cases including those with complex incomes, people paid in foreign currencies, intergenerational lending, joint income, sole proprietor and right-to-buy. All this and with the team all based in one office in the UK, we think it is lending as it should be.
Company description: Guardian is a famous name in financial services with a long history of helping to protect families since 1821. We’ve re-entered the market with a single ambition; for every family to have protection that they truly believe in. We believe the only way to do that is if protection is sold with quality advice. That’s why we work exclusively with advisers.
Our brand promise is Life. Made Better. Customers’ lives will be made better for knowing that they, and their dependants, have cover specially designed to never let them down. And advisers’ lives will be made better for knowing that working with us will be effortless, and that our policies will help them give the very best advice
We plan to disrupt the market and challenge the typical way protection is done.
About Investec Private Bank
We’re a private bank built to service a small number of individuals with an entrepreneurial spark and an active desire to create wealth. For these clients, who earn over £300,000 a year and have £3 million in net assets, we offer extraordinary banking, lending services, and access to investments and financial planning through Investec Wealth and Investment. Our team of dedicated Private Bankers build long-term relationships, understand our clients’ potential and tailor solutions to meet their specific financial needs.