Berkeley Morgan Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
John Ormond House899 Silbury BoulevardMilton KeynesBuckinghamshireMK9 3XLUNITED KINGDOM- Phone
- +4401908605000
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Complaints Contact
John Ormond House899 Silbury BoulevardMilton KeynesBuckinghamshireMK9 3XLUNITED KINGDOM- Phone
- +4401908605000
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Authorised to Operate
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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.
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Credit Brokering
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Vanessa Sarah Osman
IRN VSO00002
- CF21 Investment Adviser (1 Dec 2001 to 12 Feb 2003)
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Vincent Joseph Regan
IRN VJR00005
- CF21 Investment Adviser (1 Dec 2001 to 31 Mar 2003)
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William John Brett
IRN WJB00015
- CF21 Investment Adviser (25 Mar 2003 to 30 Jan 2004)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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My Choice Health Plans Ltd (no longer appointed)
FRN 432764 · Appointed 16 May 2005 · Until 4 May 2006
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Universal Provident Ltd (no longer appointed)
FRN 418235 · Appointed 17 Dec 2004 · Until 11 Apr 2019
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Cranfield & Moore Compliance & Training Consultants Limited (no longer appointed)
FRN 210230 · Appointed 1 Mar 2002 · Until 1 Dec 2002
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.