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Berkeley Morgan launches IFA services business

IFA and financial and insurance services provider Berkeley Morgan has launched Berkeley Morgan Xchange, offering intermediaries a programme of compliance, training, agency negotiation, branded websites, IT, design and PR.

The new service also provides corporate advice for companies looking for capital to grow their business or considering market listing.

Berkeley Morgan will get fee income from the services provided and from any distribution of its products.

Berkeley Morgan chairman Jon Pardoe says: “This is an exciting step in our evolution. Over the years we have adopted the right business model and invested significantly in infrastructure.”

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