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.

• David Lawrence Evans

  IRN DLE00008

  • CF1 Director (1 Dec 2001 to 1 Apr 2003)
  • CF10 Compliance Oversight (1 Dec 2001 to 17 Mar 2003)
  • CF11 Money Laundering Reporting (1 Dec 2001 to 17 Mar 2003)
• David Peter Wilkins

  IRN DPW00015

  • CF21 Investment Adviser (25 Mar 2003 to 2 Mar 2004)
• David Stanley Brennan Jones

  IRN DXJ00058

  • CF8 Apportionment and Oversight (25 Jul 2003 to 30 Jan 2004)
  • CF1 Director (20 May 2003 to 30 Jan 2004)
• David Thompson

  IRN DXT00089

  • CF22 Investment Adviser (Trainee) (25 Mar 2003 to 31 Dec 2003)
• David William Jones

  IRN DWJ00001

  • CF21 Investment Adviser (1 Dec 2001 to 31 Dec 2003)
• Dean Stephen Woodhead

  IRN DSW00015

  • CF21 Investment Adviser (25 Mar 2003 to 12 Dec 2003)
• Diana Elizabeth Wallwork

  IRN DEW00010

  • CF21 Investment Adviser (1 Dec 2001 to 17 Jan 2003)
• Diana Wallwork

  IRN DXW01350

  • CF21 Investment Adviser (1 Dec 2001 to 17 Jan 2003)
• Donovan John Copley

  IRN DXC00175

  • CF21 Investment Adviser (25 Mar 2003 to 26 Sep 2003)
• Francois Capron

  IRN FXC01207

  • CF11 Money Laundering Reporting (6 Feb 2008 to 3 Oct 2008)

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No changes recorded yet.