BERKELEY, BURKE & COMPANY LIMITED

Date authorised
1 April 2013
Companies House
01134860
Last scraped
3 weeks ago
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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.

  • Neville William Lee

    IRN NWL01009

    • CF30 Customer (19 Dec 2019 to 12 Sep 2020)
    • [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)
  • Nicola Gotch

    IRN NXG01496

    • SMF3 Executive Director (9 Dec 2019 to 9 Oct 2020)
    • [FCA CF] Significant management (9 Dec 2019 to 9 Oct 2020)
    • CF1 Director (AR) (10 Oct 2016 to 9 Oct 2020)
    • CF1 Director (28 Sep 2016 to 28 Nov 2019)
  • Nigel Rodney Martin

    IRN NRM00005

    • CF1 Director (1 Dec 2001 to 2 Aug 2010)
  • Owen Bruce Wilson

    IRN OBW01000

    • CF21 Investment Adviser (9 Feb 2005 to 31 May 2005)
    • CF22 Investment Adviser (Trainee) (22 Jan 2004 to 9 Feb 2005)
  • Paul Thomas Woodward

    IRN PTW00007

    • CF22 Investment Adviser (Trainee) (28 Feb 2005 to 25 Nov 2005)
  • Paul Wheatley

    IRN PXW00024

    • CF30 Customer (1 Nov 2007 to 21 Jul 2010)
    • CF21 Investment Adviser (7 Aug 2006 to 31 Oct 2007)
  • Peter Charles Roland Linnecar

    IRN PCL01022

    • CF30 Customer (1 Nov 2007 to 31 Oct 2008)
    • CF21 Investment Adviser (26 Aug 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Jul 2003 to 26 Aug 2003)
    • CF1 Director (AR) (29 Jul 2003 to 31 Oct 2008)
  • Peter Richard Cheesman

    IRN PRC00040

    • CF30 Customer (1 Nov 2007 to 29 Oct 2014)
    • CF21 Investment Adviser (26 Aug 2003 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (29 Jul 2003 to 26 Aug 2003)
  • Peter Thomas Shelton

    IRN PTS00001

    • CF30 Customer (1 Nov 2007 to 31 May 2009)
    • Responsible for Insurance Mediation (14 Jan 2005 to 31 Dec 2007)
    • CF1 Director (AR) (23 Jul 2003 to 31 May 2008)
    • CF24 Pension Transfer Specialist (22 Aug 2002 to 31 Oct 2007)
    • CF1 Director (1 Dec 2001 to 31 May 2008)
    • CF10 Compliance Oversight (1 Dec 2001 to 31 Dec 2007)
    • CF11 Money Laundering Reporting (1 Dec 2001 to 31 Dec 2007)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
    • CF27 Investment Management (1 Dec 2001 to 8 Jul 2004)
  • Reginald Michael Banks

    IRN RMB00056

    • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)
    • CF1 Director (1 Dec 2001 to 31 Dec 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.

No changes recorded yet.