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.

• Claire Harbord

  IRN CXH00766

  • SMF3 Executive Director (26 Apr 2024 to 30 Jul 2024)
• Colin George Pearson

  IRN CGP00012

  • CF21 Investment Adviser (25 Mar 2003 to 19 Jan 2004)
• DEBORAH KAREN FROST

  IRN DKR01030

  • SMF3 Executive Director (17 Mar 2020 to 13 Dec 2023)
• Damian Kane

  IRN DXK00028

  • SMF3 Executive Director (30 Nov 2020 to 19 Feb 2025)
• Damian Lomax

  IRN DXL00089

  • CF21 Investment Adviser (25 Mar 2003 to 12 Dec 2003)
• Danny William James Baker

  IRN DWB00004

  • CF21 Investment Adviser (1 Dec 2001 to 1 Oct 2005)
• David Colin Beeson

  IRN DCB00034

  • CF21 Investment Adviser (25 Mar 2003 to 17 May 2004)
• David Ian Bosworth

  IRN DIB00001

  • CF30 Customer (1 Nov 2007 to 5 Apr 2012)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• David Ian Hobbs

  IRN DIH00006

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

  IRN DJS00035

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

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No changes recorded yet.