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.

  • James Martin Adams

    IRN JMA00031

    • CF21 Investment Adviser (25 Mar 2003 to 30 May 2004)
  • James Robert Milwain

    IRN JRM00057

    • CF21 Investment Adviser (25 Mar 2003 to 30 Jan 2004)
  • Janice Gordon

    IRN JXG00004

    • CF21 Investment Adviser (1 Dec 2001 to 17 Jan 2003)
  • Jennifer Hinde

    IRN JXH03250

    • SMF3 Executive Director (since 18 Aug 2025)
  • Jennifer Susan Storrow

    IRN JXS00016

    • CF1 Director (AR) (22 Feb 2005 to 27 Oct 2006)
    • CF21 Investment Adviser (1 Dec 2001 to 21 Aug 2006)
  • Jeremy Andrew Christopher

    IRN JAC00073

    • CF21 Investment Adviser (25 Mar 2003 to 11 Jun 2004)
  • Jeremy Lovell Carrington

    IRN JLC00001

    • CF21 Investment Adviser (25 Mar 2003 to 16 Aug 2004)
  • John Kenneth Bumford

    IRN JKB00001

    • CF21 Investment Adviser (17 Feb 2005 to 27 Oct 2006)
    • CF24 Pension Transfer Specialist (17 Feb 2005 to 27 Oct 2006)
  • Jonathan Francis Pardoe

    IRN JFP00004

    • CF1 Director (AR) (24 Mar 2005 to 20 Jul 2006)
    • Responsible for Insurance Mediation (14 Jan 2005 to 15 Aug 2006)
    • CF8 Apportionment and Oversight (18 Feb 2004 to 15 Aug 2006)
    • CF3 Chief Executive (1 Dec 2001 to 12 Aug 2003)
    • CF21 Investment Adviser (1 Dec 2001 to 30 Dec 2005)
    • CF1 Director (1 Dec 2001 to 25 Jul 2003)
  • Jonathan Peter Tuxford

    IRN JPT00016

    • CF21 Investment Adviser (25 Mar 2003 to 23 Jun 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.