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.

• Andrew Steven Collins

  IRN ASC00023

  • CF21 Investment Adviser (25 Mar 2003 to 28 Mar 2003)
• Anthony Clifford Yorke

  IRN ACY00001

  • CF21 Investment Adviser (25 Mar 2003 to 5 Dec 2003)
• Anthony Howard Morgan

  IRN AHM00012

  • CF21 Investment Adviser (25 Mar 2003 to 19 Dec 2003)
• Ashley Doody

  IRN AXD02105

  • SMF3 Executive Director (9 Dec 2019 to 31 Dec 2021)
  • CF1 Director (22 May 2013 to 8 Dec 2019)
• Ashraf Qurashi

  IRN AXQ00002

  • CF30 Customer (1 Nov 2007 to 5 Apr 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Barry Charles Williams

  IRN BCW00011

  • CF21 Investment Adviser (25 Mar 2003 to 25 Feb 2004)
• Carl Andrew Oszko

  IRN CAO00006

  • CF21 Investment Adviser (29 Sep 2003 to 18 Oct 2004)
  • CF22 Investment Adviser (Trainee) (25 Mar 2003 to 29 Sep 2003)
• Charles David Lindsay

  IRN CDL00002

  • CF11 Money Laundering Reporting (12 Mar 2003 to 30 Jul 2004)
  • CF10 Compliance Oversight (12 Mar 2003 to 26 Nov 2003)
• Christopher John Vaughan

  IRN CJV00004

  • CF21 Investment Adviser (25 Mar 2003 to 1 Jan 2004)
• Christopher Nigel Parry

  IRN CNP00003

  • CF22 Investment Adviser (Trainee) (25 Mar 2003 to 6 Jun 2003)

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No changes recorded yet.