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.

• Raymond Paul Kuhler

  IRN RPK00011

  • CF1 Director (1 Dec 2001 to 15 Feb 2002)
• Rebekah, Mary Tapping

  IRN RMT01117

  • SMF3 Executive Director (9 Dec 2019 to 14 Dec 2021)
  • CF1 Director (10 Aug 2015 to 8 Dec 2019)
• Richard Hall

  IRN RXH00145

  • CF30 Customer (1 Nov 2007 to 3 Aug 2011)
  • CF21 Investment Adviser (25 Mar 2003 to 31 Oct 2007)
• Richard Ian Thompson

  IRN RIT01022

  • SMF3 Executive Director (21 Sep 2022 to 1 Nov 2023)
• Richard Lee Phillips

  IRN RLP00010

  • CF21 Investment Adviser (25 Mar 2003 to 22 Mar 2004)
• Richard Nigel Holt

  IRN RNH00001

  • CF21 Investment Adviser (1 Dec 2001 to 20 Aug 2004)
• Richard William Smith

  IRN RWS00039

  • CF21 Investment Adviser (25 Mar 2003 to 22 Apr 2005)
• Robert Douglas Smith

  IRN RDS00023

  • CF21 Investment Adviser (25 Mar 2003 to 13 Aug 2004)
• Ronald Hosier

  IRN RXH00011

  • CF30 Customer (1 Nov 2007 to 23 Nov 2007)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Russell Jeremy Carter

  IRN RJC00063

  • CF21 Investment Adviser (1 Dec 2001 to 25 Feb 2005)

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No changes recorded yet.