BERKELEY, BURKE & COMPANY LIMITED

• 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

• 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 Hide limitations

  • · 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

• Harry Beddoe

  IRN HXB01627

  • CF30 Customer (31 Jan 2020 to 12 Sep 2020)
  • [FCA CF] Functions requiring qualifications (31 Jan 2020 to 12 Sep 2020)
  • Appointed representative dealing with clients for which they require qualification (31 Jan 2020 to 12 Sep 2020)
• Ioannis Constantinou

  IRN IAC00005

  • [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 (1 Nov 2007 to 12 Sep 2020)
  • CF21 Investment Adviser (22 Sep 2004 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (5 May 2004 to 22 Sep 2004)
• Ivor William Kellock

  IRN IWK00002

  • CF22 Investment Adviser (Trainee) (4 Jul 2006 to 14 Jul 2006)
• James Paul Collins Burgess

  IRN JPB01157

  • CF1 Director (AR) (18 Apr 2005 to 31 Jan 2006)
  • CF21 Investment Adviser (9 Jul 2004 to 31 Jan 2006)
  • CF24 Pension Transfer Specialist (23 Aug 2002 to 31 Jan 2006)
  • CF22 Investment Adviser (Trainee) (7 Feb 2002 to 9 Jul 2004)
• James Robert Fitzhardinge Berkeley

  IRN JRB01187

  • CF1 Director (1 Dec 2001 to 15 Jul 2013)
• Jean Ladkin

  IRN JXL00103

  • CF21 Investment Adviser (1 Dec 2001 to 17 Dec 2004)
• John Gerrard Kelly

  IRN JGK01033

  • CF30 Customer (1 Nov 2007 to 13 Jun 2013)
  • CF21 Investment Adviser (17 Nov 2006 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (11 May 2006 to 17 Nov 2006)
• Kalpesh Patel

  IRN KXP01278

  • CF30 Customer (10 Jan 2008 to 28 Feb 2013)
• Karen Stella Sheldon

  IRN KSS00014

  • CF21 Investment Adviser (1 Dec 2001 to 9 Aug 2002)
• Kelly Elizabeth Reeve

  IRN KET01012

  • CF30 Customer (1 Nov 2007 to 12 Jun 2009)
  • CF22 Investment Adviser (Trainee) (19 Oct 2007 to 31 Oct 2007)

• Options EBC Limited (no longer appointed)

  FRN 922653 · Appointed 13 Mar 2020 · Until 15 Oct 2021

• Berkeley Burke (Financial Services) Ltd (no longer appointed)

  FRN 554989 · Appointed 4 Jul 2011 · Until 30 Jul 2019

• Berkeley Burke Wealth Management Limited (no longer appointed)

  FRN 489950 · Appointed 15 Jul 2010 · Until 2 Oct 2020

• Really Flexible Mortgages Limited (no longer appointed)

  FRN 414538 · Appointed 5 Sep 2007 · Until 8 Oct 2014

• Michael Hill Partnership (no longer appointed)

  FRN 467609 · Appointed 8 May 2007 · Until 8 Oct 2014

• Lester & Co (no longer appointed)

  FRN 460035 · Appointed 13 Nov 2006 · Until 8 Oct 2014

• The Pension Simplification Consultancy Ltd (no longer appointed)

  FRN 430236 · Appointed 29 Mar 2005 · Until 10 Sep 2008

• Berkeley Burke Macartney & Dowie Limited (no longer appointed)

  FRN 226258 · Appointed 10 Jul 2003 · Until 2 Oct 2020

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