Berkeley Morgan Limited

• Principal Place of Business

  John Ormond House

  899 Silbury Boulevard

  Milton Keynes

  Buckinghamshire

  MK9 3XL

  UNITED KINGDOM

  Phone

  +4401908605000

  Web

  https://www.personalgroup.com

• Complaints Contact

  John Ormond House

  899 Silbury Boulevard

  Milton Keynes

  Buckinghamshire

  MK9 3XL

  UNITED KINGDOM

  Phone

  +4401908605000

• Authorised to Operate

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Credit Brokering

• Stockbroking

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

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Adrian Carl Wright

  IRN ACW00025

  • CF21 Investment Adviser (7 Oct 2003 to 28 May 2004)
  • CF22 Investment Adviser (Trainee) (25 Mar 2003 to 7 Oct 2003)
• Alan John Brooks

  IRN AJB00145

  • CF21 Investment Adviser (1 Dec 2001 to 5 May 2002)
• Alan Taylor

  IRN AXT00018

  • CF1 Director (21 Nov 2002 to 23 Dec 2002)
  • CF10 Compliance Oversight (21 Nov 2002 to 23 Dec 2002)
• Andrew David Wright

  IRN ADW01083

  • CF21 Investment Adviser (25 Mar 2003 to 30 Sep 2004)
• Andrew George Lothian

  IRN AGL01044

  • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2020)
  • CF1 Director (27 Jul 2017 to 8 Dec 2019)
• Andrew Gilbert

  IRN AXG00009

  • CF30 Customer (1 Nov 2007 to 16 Dec 2010)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Andrew James Neale Yonge

  IRN AJY00002

  • CF21 Investment Adviser (1 Dec 2001 to 3 Nov 2003)
• Andrew Pagden

  IRN AXP00006

  • CF30 Customer (1 Nov 2007 to 5 Apr 2012)
  • CF1 Director (14 May 2007 to 31 Aug 2011)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Andrew Philip Hall

  IRN APH00033

  • CF21 Investment Adviser (25 Mar 2003 to 17 May 2004)
• Andrew Scott Beattie

  IRN ASB00033

  • CF21 Investment Adviser (13 May 2003 to 16 Mar 2004)

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No changes recorded yet.