BERKELEY, BURKE & COMPANY LIMITED

Date authorised
1 April 2013
Companies House
01134860
Last scraped
3 weeks ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    Bluebell Cottage
    Catthorpe Road
    Shawell
    Lutterworth
    Leicestershire
    LE17 6AQ
    UNITED KINGDOM
    Phone
    +4401162042988
    Web
    https://www.berkeleyburke.com

  • Complaints Contact

    Bluebell Cottage
    Catthorpe Road
    Shawell
    Lutterworth
    Leicestershire
    LE17 6AQ
    UNITED KINGDOM
    Phone
    +4401162042988

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts, Personal pension scheme, Stakeholder pension scheme

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Investment Setup

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts, Personal pension scheme, Stakeholder pension scheme

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Adrian Gilbert Andrusier

    IRN AGA00002

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Sep 2020)
    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Sep 2020)
    • CF30 Customer (1 Nov 2007 to 12 Sep 2020)
    • CF21 Investment Adviser (22 Sep 2004 to 31 Oct 2007)
    • CF1 Director (12 May 2004 to 21 Oct 2013)
    • CF22 Investment Adviser (Trainee) (12 May 2004 to 22 Sep 2004)
  • Adrian Niall Jones

    IRN ANJ00003

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Aug 2020)
    • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
    • CF21 Investment Adviser (22 Sep 2004 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 22 Sep 2004)
  • Adrian Simon Cross

    IRN ASC00008

    • CF24 Pension Transfer Specialist (25 May 2004 to 23 Jun 2006)
    • CF21 Investment Adviser (26 Aug 2003 to 23 Jun 2006)
    • CF22 Investment Adviser (Trainee) (29 Jul 2003 to 26 Aug 2003)
  • Andrew Ernest Hall

    IRN AEH01092

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 12 Sep 2020)
    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 12 Sep 2020)
    • CF30 Customer (16 Jan 2012 to 12 Sep 2020)
  • Andrew James William Emery

    IRN AJE00038

    • [FCA CF] Significant management (9 Dec 2019 to 31 Oct 2020)
    • SMF3 Executive Director (9 Dec 2019 to 31 Oct 2020)
    • SMF16 Compliance Oversight (9 Dec 2019 to 31 Oct 2020)
    • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 31 Oct 2020)
    • Responsible for Insurance Distribution (1 Oct 2018 to 31 Oct 2020)
    • CF1 Director (AR) (11 Jan 2017 to 8 Oct 2020)
    • Responsibility for MCD Intermediation (21 Mar 2016 to 8 Oct 2020)
    • Responsible for Insurance Mediation (4 Aug 2015 to 30 Sep 2018)
    • CF1 Director (4 Aug 2015 to 8 Dec 2019)
    • CF10 Compliance Oversight (4 Aug 2015 to 8 Dec 2019)
    • CF11 Money Laundering Reporting (4 Aug 2015 to 8 Dec 2019)
  • Angela Mary Priestley-Gibbins

    IRN AMP00003

    • CF30 Customer (1 Nov 2007 to 31 Aug 2018)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF1 Director (1 Dec 2001 to 31 Aug 2018)
  • Anthony James Durant

    IRN AJD00121

    • [FCA CF] Significant management (16 Oct 2020 to 8 Jan 2024)
    • [FCA CF] Manager of certification employee (9 Dec 2019 to 16 Oct 2020)
    • SMF3 Executive Director (9 Dec 2019 to 16 Oct 2020)
    • SMF1 Chief Executive (9 Dec 2019 to 16 Oct 2020)
    • CF3 Chief Executive (14 Dec 2011 to 8 Dec 2019)
    • CF1 Director (AR) (3 Aug 2010 to 16 Oct 2020)
    • Responsible for Insurance Mediation (27 Dec 2007 to 17 Jul 2014)
    • CF11 Money Laundering Reporting (27 Dec 2007 to 6 Jun 2013)
    • CF10 Compliance Oversight (27 Dec 2007 to 6 Jun 2013)
    • CF1 Director (27 Dec 2007 to 8 Dec 2019)
  • Bhavika Patel

    IRN BXD01253

    • CF30 Customer (2 Apr 2013 to 31 Jan 2015)
  • Bradley Nicholas Kilbane

    IRN BNK01008

    • CF11 Money Laundering Reporting (6 Jun 2013 to 28 Feb 2014)
    • CF10 Compliance Oversight (6 Jun 2013 to 28 Feb 2014)
  • Brian John Millner

    IRN BJM00006

    • CF21 Investment Adviser (27 Oct 2003 to 30 Apr 2004)
    • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 27 Oct 2003)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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