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David Ingram launches consultancy service for advisers
by Alex Steger on Nov 08, 2012 at 13:32
Former Threesixty director David Ingram has launched a consultancy service for advisers.
Ingram launched consultancy firm Aim Two Three last year, but up until now has worked with product providers.
Aim Two Three will be using a network of freelance consultants to provide services including marketing, business planning, compliance and technical product support.
Financial advisers will be charged just £120 a year to use the service, although fees will be slightly higher for firms of more than four advisers.
David Ingram (pictured), partner at Aim Two Three, said: ‘Our new service is being launched at a time when advisers will be looking to the post-RDR world and costs are a key issue. We can also work alongside support service providers to help reduce costs for advisers.
‘We will consult with advisory firms, advise them on solutions and provide the tools to do a job. It can be very difficult for firms to find competent local paraplanners or compliance consultants etc. We will do that work for them and introduce them to accredited firms.’
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by Jun Merrett on Mar 11, 2014 at 07:37