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.

• Paul Stephen Gibson

  IRN PSG00007

  • CF21 Investment Adviser (25 Mar 2003 to 1 Aug 2003)
• Paul Taylor

  IRN PXT00016

  • CF21 Investment Adviser (25 Mar 2003 to 5 May 2003)
• Paula Jane Brown

  IRN PXB00201

  • SMF1 Chief Executive (since 6 Dec 2023)
• Pauline Anne Wynn

  IRN PXW00444

  • SMF3 Executive Director (14 Nov 2024 to 18 Jul 2025)
• Peter Cranwell

  IRN PXC00196

  • CF21 Investment Adviser (25 Mar 2003 to 15 Jan 2004)
• Peter Gordon Berry

  IRN PGB00030

  • CF21 Investment Adviser (25 Mar 2003 to 16 Nov 2005)
• Peter John Barker

  IRN PJB00018

  • CF21 Investment Adviser (1 Dec 2001 to 4 Sep 2004)
• Philip Anthony Donlan

  IRN PAD00038

  • CF21 Investment Adviser (25 Mar 2003 to 23 Jan 2004)
• Phillip Simpson

  IRN PXS01444

  • CF21 Investment Adviser (25 Mar 2003 to 15 Apr 2004)
• Raymond Ali Abdull

  IRN RAA00013

  • CF30 Customer (1 Nov 2007 to 12 Dec 2011)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)

• My Choice Health Plans Ltd (no longer appointed)

  FRN 432764 · Appointed 16 May 2005 · Until 4 May 2006

• R E Gee & Co Ltd (no longer appointed)

  FRN 425675 · Appointed 1 Feb 2005 · Until 27 Oct 2006

• Universal Provident Ltd (no longer appointed)

  FRN 418235 · Appointed 17 Dec 2004 · Until 11 Apr 2019

• Rapidinsure.Co.Uk Ltd (no longer appointed)

  FRN 416343 · Appointed 2 Dec 2004 · Until 1 Mar 2012

• Cranfield & Moore Compliance & Training Consultants Limited (no longer appointed)

  FRN 210230 · Appointed 1 Mar 2002 · Until 1 Dec 2002

• Rapid Money Limited (no longer appointed)

  FRN 210080 · Appointed 22 Feb 2002 · Until 28 Jan 2003

• Moneyhill Limited (no longer appointed)

  FRN 197025 · Appointed 16 Aug 2001 · Until 2 Aug 2004

No changes recorded yet.