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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Richard Alan Hulbert
IRN RAH01105
- CF30 Customer (1 Nov 2007 to 28 Feb 2008)
- CF21 Investment Adviser (2 Oct 2006 to 31 Oct 2007)
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Richard Anthony Wallis
IRN RAW00042
- CF30 Customer (1 Nov 2007 to 28 Dec 2012)
- CF21 Investment Adviser (2 Oct 2006 to 31 Oct 2007)
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Richard Lee Phillips
IRN RLP00010
- CF30 Customer (1 Nov 2007 to 29 Nov 2013)
- CF21 Investment Adviser (16 Jan 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (19 May 2004 to 16 Jan 2006)
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Robert James Love
IRN RJL01160
- CF30 Customer (1 Nov 2007 to 30 Dec 2007)
- CF21 Investment Adviser (17 Nov 2006 to 31 Oct 2007)
- CF22 Investment Adviser (Trainee) (20 May 2005 to 17 Nov 2006)
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Robert Murray
IRN RXM00019
- CF21 Investment Adviser (1 Dec 2001 to 30 Jun 2007)
- CF1 Director (1 Dec 2001 to 30 Jun 2007)
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Robert Stephen Neufeld
IRN RSN00004
- CF30 Customer (9 Feb 2015 to 4 Dec 2018)
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Roger Edward Croxton
IRN REC00008
- CF1 Director (AR) (15 Apr 2020 to 14 Oct 2021)
- [FCA CF] Significant management (9 Dec 2019 to 13 Aug 2020)
- [FCA CF] Functions requiring qualifications (9 Dec 2019 to 14 Aug 2020)
- SMF3 Executive Director (9 Dec 2019 to 13 Aug 2020)
- CF30 Customer (1 Nov 2007 to 8 Dec 2019)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
- CF1 Director (1 Dec 2001 to 28 Nov 2019)
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Samuel David Connor
IRN SDC01104
- CF30 Customer (1 Nov 2007 to 1 Feb 2011)
- CF22 Investment Adviser (Trainee) (3 Sep 2007 to 31 Oct 2007)
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Stephen Andrew Stannard
IRN SAS01101
- CF21 Investment Adviser (16 Jan 2006 to 1 Dec 2006)
- CF22 Investment Adviser (Trainee) (20 May 2005 to 16 Jan 2006)
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Stephen Anthony McShane
IRN SXM00274
- CF22 Investment Adviser (Trainee) (5 Mar 2002 to 25 Nov 2002)
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.