BERKELEY, BURKE & COMPANY LIMITED
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Bluebell CottageCatthorpe RoadShawellLutterworthLeicestershireLE17 6AQUNITED KINGDOM- Phone
- +4401162042988
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Complaints Contact
Bluebell CottageCatthorpe RoadShawellLutterworthLeicestershireLE17 6AQUNITED KINGDOM- Phone
- +4401162042988
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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Investment Advice (no pensions)
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Arranges Investments
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts, Personal pension scheme, Stakeholder pension scheme
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Buy-to-Let Start Date
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Buy-to-Let Status
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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.
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Kevin Neil White
IRN KNW01011
- CF30 Customer (19 Feb 2009 to 14 Nov 2012)
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Kevin Salter
IRN KXS01577
- 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 Jan 2014 to 12 Sep 2020)
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Kim Christine Steel
IRN KCS01030
- SMF3 Executive Director (9 Dec 2019 to 8 Oct 2020)
- CF1 Director (20 Jun 2013 to 28 Nov 2019)
- CF1 Director (AR) (22 Jul 2011 to 24 Jul 2019)
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Lisa Victoria James
IRN LVJ01000
- CF22 Investment Adviser (Trainee) (19 Mar 2002 to 26 Apr 2002)
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Mark Alastair Lloyd Dodsworth
IRN MXD00036
- CF21 Investment Adviser (1 Dec 2001 to 6 Mar 2002)
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Mark Leonard George
IRN MLG01046
- CF30 Customer (1 Nov 2007 to 23 Oct 2009)
- CF21 Investment Adviser (17 Nov 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (21 Dec 2004 to 17 Nov 2006)
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Mark Leslie Berry
IRN MLB01068
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Aug 2020)
- CF30 Customer (1 Nov 2007 to 8 Dec 2019)
- CF21 Investment Adviser (16 Jan 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (11 Aug 2003 to 16 Jan 2006)
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Mark Williams
IRN MRW01086
- CF30 Customer (11 May 2016 to 15 Nov 2017)
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Michael John Hislam
IRN MJH01553
- CF30 Customer (16 Sep 2008 to 6 Feb 2009)
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Michael Matthew Callaghan
IRN MMC00002
- [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 (19 Oct 2004 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (4 Oct 2002 to 19 Oct 2004)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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Berkeley Burke (Financial Services) Ltd (no longer appointed)
FRN 554989 · Appointed 4 Jul 2011 · Until 30 Jul 2019
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Berkeley Burke Wealth Management Limited (no longer appointed)
FRN 489950 · Appointed 15 Jul 2010 · Until 2 Oct 2020
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Really Flexible Mortgages Limited (no longer appointed)
FRN 414538 · Appointed 5 Sep 2007 · Until 8 Oct 2014
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The Pension Simplification Consultancy Ltd (no longer appointed)
FRN 430236 · Appointed 29 Mar 2005 · Until 10 Sep 2008
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Berkeley Burke Macartney & Dowie Limited (no longer appointed)
FRN 226258 · Appointed 10 Jul 2003 · Until 2 Oct 2020
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.