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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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10 comments so far. Why not have your say?

Good luck David.

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I can't see that you will get much for £120 per year! It will just be more and more blurb pushed out for us to read.

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Sounds a great idea hope it takes off

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Compliance sevices for £120 per year?

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Any help and consultancy that advisers can tap into is a good thing at this time of ongoing change. What's more having this service available at a realistic and manageable cost is even more relevant. I hope David’s network of consultants will include companies like mine (Active Reactive), offering expert design and marketing services, specific to the financial services profession. Good luck David.

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any fishing tips?

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Sounds like a pure introduction service. If you think you are getting DING's skillset for £120 a year then dream on!

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Yes, spreading bread on the water sometimes works. Well it's worth a try.

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Maybe David can add quality onto the dross of most so called compliance support

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David Brattesani

Nov 09, 2012 at 10:18

@alan mcintosh - wrong David, I'm the fisherman.

This looks like a good idea for some firms; a service which vets best of breed services (not just compliance support) and sources these for IFAs. The time saved alone should more than justify the annual fee.

All the best with the new initiative David.

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