We understand that our professional connections are highly protective of their own professional standing and reputation. They are sensitive to the potential reputational risks entailed in making client referrals. 75point3 can demonstrate the following core attributes:
Excellent qualifications – We are able to demonstrate qualifications on a par with other professions. We have advisers that are hold both Certified and Chartered status, we also have an adviser who is STEP qualified. We insist all our advisers are members of professional associations.
Strong reputation – We are known throughout North Wales and do not rely on remote sources, such as trade bodies or IFA sites to promote our business. We business network in our region to forge strong relationships and build on our reputation.
We have been appointed agents for the Principality Building Society and operate two agencies for them in our business premises at Colwyn Bay and Caernarfon.
General Insurance Specialists
Over the years 75point3 has built up strong relationships with many Accountants, Solicitors, Stockbrokers and General Insurance Specialists. Working alongside other professionals, we aim to provide expert advice to clients on specific areas of financial planning.
We understand that with continuing legislative changes to areas that could affect either your corporate or private clients, it is important that you are kept fully informed on these changes and how they might affect the advice that you give to your clients.
Whatever the particular needs of your clients, building worthwhile relationships with other professionals ensures that their ongoing financial needs are totally satisfied. It is not only your clients who can benefit from working with us.
A few examples of the areas of advice we can offer to your corporate and private clients
- Pensions and Divorce.
- Purchasing commercial property with a Pension scheme.
- Business and Family Succession Planning.
- Protection for Businesses and Individuals
- Inheritance Tax Advice
- Capital Investments and Retirement Planning
- Long Term Care Advice
- Equity Release Advice
75point3 understands that getting appropriate mortgage advice is a crucial part of the home buying process. We provide tailored mortgage solutions through a wealth of experience in the mortgage and property market and offer access to the full unrestricted range of products available.
75point3 gives Estate Agents and House Builders exclusive access to bespoke mortgage solutions for their clients. Delivered using the latest technology without losing the ‘personal touch’, is the quick and efficient arrangement of a suitable mortgage, leaving the client free to get on with their busy life.
Why specialist mortgage advice is needed now more than ever
Clients need continuing reassurance in the current economic environment because of more rigorous lending criteria. Loan to value thresholds vary significantly between lenders and determine what clients can afford and therefore pricing.
The Financial Conduct Authority does not regulate National Savings, some forms of mortgages and debt consolidation, estate and trust planning, tax advice and offshore investments.