Real Opportunities, Real Growth, Real Support

At Berkeley Morgan we pride ourselves on offering real opportunities for experienced IFAs to develop their businesses within a supportive environment.

We understand the needs and desires of IFAs and have a proven track record in helping IFAs to develop their business and prosper. At the same time we believe you are truly independent and will encourage and assist you to run your own business. You are not restricted to panel providers, you choose the right provider for your clients, as well as being provided with a market leading front and back office software solution. You decide the charges you make and any discounts you may wish to offer clients and you choose whether to work from one of our offices or your own. Which ever route you choose working with BML you will have access to a range of support services for all market areas including mortgages and general insurance.

The benefits of working with BML include:

• Compliance Support.
  Berkeley Morgan is registered with the FSA removing the burden for you of being directly registered.
• Administration Back Up
  Berkeley Morgan offers administration support in all our offices as well as back office support from our Head Office in Milton Keynes.
• I.T Support
  We provide a market leading front and back office solution which will allow you to:
  • Track business and commission payments
  • Look at and identify new opportunities,
  • Produce comprehensive reports and comparisons,
  • Identify and remind you of new business areas,
  • Ensuring all TCF requirements are met
• FSA Fees
  Berkeley Morgan meets all the costs of FSA registration including the Financial Services Compensation fund and ICS Levy.
• Professional Indemnity Cover
  Berkeley Morgan provide and maintain full Professional Indemnity cover at no cost to you and there is also an experienced Compliance support team there to offer advice if you ever need assistance.
• Rewards, Events & Convention.
  Berkeley Morgan provide the opportunity to qualify each year for a 5*all expenses paid overseas convention. We can also participate in a range of incentive and reward schemes and benefit from regular development meetings.

If you would like to find out more about becoming part of BML please contact us: