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David Ingram launches consultancy service for advisers

by Alex Steger on Nov 08, 2012 at 13:32

David Ingram launches consultancy service for advisers

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.’

11 comments so far. Why not have your say?

Paul Parr

Nov 08, 2012 at 14:34

Good luck David.

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Bob Donaldson

Nov 08, 2012 at 14:43

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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Nov 08, 2012 at 14:45

Sounds a great idea hope it takes off

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Green Eyed Monster

Nov 08, 2012 at 15:00

Compliance sevices for £120 per year?

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Ian Stoner

Nov 08, 2012 at 15:07

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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alan mcintosh

Nov 08, 2012 at 16:08

any fishing tips?

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Dirk D

Nov 08, 2012 at 16:14

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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Ian Stoner

Nov 08, 2012 at 16:49

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

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Mr Ed28

Nov 08, 2012 at 20:08

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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Knowledgable insider

Jun 20, 2013 at 10:23

What has the world come to? Instead of spending out time working on startegic planning and investment solutions for CLIENTS we are now all wasting out time on solutions to keep the FCA happy. Rules are now so complex that we now need outside consultants to assist us in selecting which services we require to keep the FCA off our backs. Utter madness not assisted by this potty government who sits back and allows it to happen. One day this industry will be worth being in when 95% of the constituents have given up and there is barely any competition at which time those remaining will be able to cash in BUT to the cost of much higher charges. Never mind the FCA will continue to pay themselves ridiculous salaries and bonuses for ruining the industry they regulate.

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