Berkeley Morgan Group has launched an initiative to supply a range of business services to selected intermediaries and independent financial advisors (IFAs).
The Ofex-listed insurance and financial services company said the initiative, called Berkeley Morgan Xchange, aimed to help independent intermediaries develop their business models and their routes to market.
Xchange will offer compliance, personnel and training consultancy services as well as agency negotiation and branded websites. It will also provide assistance with IT, communications, graphic design and public relations.
In a statement, the company said corporate advice would range from “introduction to seed capital for businesses wishing to create capital value, through to a market listing for intermediaries looking to incentivise key individuals or raise additional equity capital for internal growth or expansion by acquisition”.
