Consult

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Advise

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Deliver

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Aim Two Three Logo

Tailored support

Designed by you

About Aim Two Three

Aim Two Three is a consultancy led support provider working with all types of firms within the UK financial services market.

We know that advisory firms want to provide advice to their clients, it’s why they are in business after all. Time not spent with clients or administering their affairs does not help your clients or your firm.

One of the big distractions which your firm faces, like all other advisory firms, is complying with the ever increasing volume of new regulation and changes to existing regulation. There is no shortage of businesses offering to support firms with this burden, but their support is often too generalist to be of real, practical, assistance to firms.

If all that you require is a range of standard documentation and someone visiting you every year or so to review files and documentation then Aim Two Three is not for you. That’s a service which any support provider can deliver on.

We just don’t have a ‘standard’ offering. All of our regulatory support work, which includes business planning, is designed with our client firms after a consultation process designed to ensure that we fully understand their needs and objectives and that they understand our abilities and ethos.

We have a three part process which ensures that our delivery matches our clients’ needs and expectations.

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David Ingram

Aim Two Three is a trading style used by David Ingram, if you engage our services David would be your main point of contact. He has a long background in financial services and has been involved in compliance pretty much since it started.
Originally, based on a background in the law, he was involved in the provision of tax and legal advice to advisory firms on behalf of a major UK life company before moving into compliance for a direct sales force and then the IFA arm of a UK bank.
David has been a director of 2 networks and 2 support providers and was a co-founder of what became one of the largest and most successful IFA support services providers.

He served as a Member Nominated Director on the board of the Personal Finance Society (the UK’s largest professional body for financial services) from 2010 to 2016, serving as President for 2013/14.

Aim Two Three was formed to allow David to be much more involved with client firms, providing totally bespoke services rather than template documents and help desks. It’s a much closer relationship which allows him to provide truly in-depth support, rather like having an extra NED or compliance manager – indeed he does hold those roles for two of our client firms.

Diary

April 20, 2021
  • PFS: POWER Webcast - Focus on what the money is for

    April 20, 2021  9:30 am - 11:30 am
    Register via pfsevents@thepfs.org

    Talking to clients about the 'why?' in their financial plans

    See more details

April 22, 2021
  • CISI Webcast-Decumulation Strategies

    April 22, 2021  12:00 pm - 1:00 pm
    Book via www.cisi.org

    See more details

October 5, 2021
  • Day One of the CISI Financial Planning Conference - IN PERSON

    October 5, 2021  8:00 am - 4:00 pm
    Red Bull Racing, Milton Keynes

    Subject to Covid restrictions, an In Person Financial Planning Conference over 2 days.  Click for booking

    See more details

October 6, 2021
November 9, 2021
  • Talk Money Week starts (ends 12th November)

    November 9, 2021  8:30 am - 9:30 am
    Full details from www.awarenessdays.com

    Talk Money Week is an annual campaign to get the nation talking about money - from pocket money through to pensions!

    See more details

Countdown

UCITS (PRIIPS) KID exemption ends

Our Process

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Consult

Our consultation process digs deeply into our potential clients’ business models enabling us to get a thorough understanding of those businesses. Without gaining that in-depth understanding we just do not believe that any support provider can possibly know whether they can truly help a firm.

We do not have a ‘standard’ set of services which we recommend to all firms, we design a bespoke support package for each firm that we work with. 

Our desire is to work closely with a small number of quality advice firms to help them to concentrate on helping their own clients.

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Advise

Once we know all about your business, we will be in a position to offer you advice. We will provide you with a properly costed, bespoke, proposal which sets out our understanding of your business, your stated objectives, and our view of your business needs in both the short and medium terms. 

We will describe the services which we believe will best assist you, together with an explanation of how each service will dovetail with your business. At this stage we may simply tell you that we do not believe that our businesses are a good fit and refer you on to a more generalist support provider.

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Deliver

If our advice proposal is accepted, we will agree timescales etc with you and start to provide services. Some of the services we identify may be provided by other parties, this will have been made abundantly clear in our proposal and is most likely to occur where your firm is already engaged with a generalist support provider. These organisations are well resourced to provide standard documentation, CPD accredited workshops, support with standardised suitability reports etc.

Aim Two Three’s services are bespoke, we are, for example, more interested in making sure that your documentation is up to date, fits in with your advice process and is utilised properly by your advisers than that you simply have a full suite of paperwork.

We are also able to support firms with the difficult task of undertaking due diligence on outsourced partners such as DFMs and, where appropriate, we provide support with all the options in building a CIP. A big part of our service delivery is actually ongoing consultancy and we work with firms to ensure that they are aware of, and ready for, not just recent regulatory changes but also those which are planned but yet to be implemented.

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