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.

• Joshua Stephen Roberts-Jones

  IRN JXR00928

  • SMF3 Executive Director (since 21 May 2025)
• Julian Paul Duffy

  IRN JPD00020

  • CF21 Investment Adviser (1 Dec 2001 to 25 Nov 2002)
• Julie Margaret Stayte

  IRN JXS24614

  • SMF3 Executive Director (9 Mar 2022 to 20 Dec 2023)
• Kay Elizabeth Sleigh

  IRN KEB00003

  • CF21 Investment Adviser (2 May 2003 to 30 Sep 2004)
• Keith Peter Davidson

  IRN KPD00005

  • CF21 Investment Adviser (25 Mar 2003 to 28 Jun 2004)
• Kenneth Stuart Kerr

  IRN KSK00001

  • CF21 Investment Adviser (17 Jun 2003 to 12 Jan 2004)
• Kenneth William Rooney

  IRN KWR00003

  • CF8 Apportionment and Oversight (1 Sep 2006 to 18 Dec 2008)
  • Responsible for Insurance Mediation (1 Sep 2006 to 1 Feb 2014)
  • CF1 Director (1 Sep 2006 to 1 Feb 2014)
  • CF1 Director (AR) (1 Sep 2006 to 15 Feb 2013)
  • CF21 Investment Adviser (16 Jan 2006 to 15 Mar 2006)
• Lingard John Prendergast

  IRN LJP01041

  • CF21 Investment Adviser (1 Dec 2001 to 6 Sep 2006)
• Lorna Jane Ison

  IRN LJI00003

  • CF21 Investment Adviser (25 Mar 2003 to 26 Sep 2003)
• Lorraine Michelle Coaton

  IRN LMC00013

  • CF21 Investment Adviser (25 Mar 2003 to 18 Jun 2004)

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No changes recorded yet.