Berkeley Morgan Limited

Date authorised
1 April 2013
Companies House
02601046
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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.

  • Frank Heyes

    IRN FXH00012

    • CF22 Investment Adviser (Trainee) (25 Mar 2003 to 12 Dec 2003)
  • Gerard Edward Fitzgerald

    IRN GXF00018

    • CF21 Investment Adviser (1 Dec 2001 to 29 Apr 2005)
  • Gillian Cheal

    IRN GXC01403

    • CF11 Money Laundering Reporting (16 Aug 2004 to 31 Jan 2007)
    • CF10 Compliance Oversight (1 Apr 2004 to 31 Jan 2007)
  • Gordon Thomas Atkinson

    IRN GTA00004

    • CF21 Investment Adviser (25 Mar 2003 to 23 Mar 2004)
  • Hedley Harrison

    IRN HXH00003

    • CF10 Compliance Oversight (19 Feb 2007 to 31 Aug 2012)
    • CF11 Money Laundering Reporting (19 Feb 2007 to 11 Feb 2008)
    • CF1 Director (22 May 2006 to 31 Aug 2012)
  • Ian Barry Wiggs

    IRN IBW00005

    • CF30 Customer (1 Nov 2007 to 1 Apr 2008)
    • CF21 Investment Adviser (25 Mar 2003 to 31 Oct 2007)
  • Ian Donald McLean

    IRN IDM00002

    • CF30 Customer (1 Nov 2007 to 17 Sep 2011)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Ian Lynn

    IRN IXL00021

    • CF21 Investment Adviser (25 Mar 2003 to 16 Mar 2004)
  • Ivan Mark Legard

    IRN IML00006

    • CF21 Investment Adviser (25 Mar 2003 to 17 May 2004)
  • James MacBeth

    IRN JXM00167

    • CF21 Investment Adviser (25 Mar 2003 to 16 Mar 2004)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.