Kepa takes stake in member business
The group will inject capital to help managing director Mat Page, son of Kepa's outgoing chief executive Jeff Page, and other directors, build the company's reputation for insurance, mortgage and financial planning advice.
Kepa chairman David Johnstone will join the FDG board. He said it was the second such investment by the group in a Kepa member’s and would allow Page to focus on building relationships with clients and helping them to manage their insurance, mortgage and financial planning needs.
“Kepa succeeds when our members succeed. Through these partnerships we are helping strong and entrepreneurial advisory groups achieve their growth ambitions. The programme is leading to a sharing of financial adviser expertise and increasing collaboration across the Kepa network for the benefit of all our members and clients.”
Kepa invested in Mortgage Lab in October, which is now putting its advisers in the offices of Kepa members around the country that do not have a mortgage advisory practice.
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