Berkeley Morgan Limited
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
John Ormond House899 Silbury BoulevardMilton KeynesBuckinghamshireMK9 3XLUNITED KINGDOM- Phone
- +4401908605000
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Complaints Contact
John Ormond House899 Silbury BoulevardMilton KeynesBuckinghamshireMK9 3XLUNITED KINGDOM- Phone
- +4401908605000
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Authorised to Operate
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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.
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Credit Brokering
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Stockbroking
For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts
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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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Martin Richard Cox
IRN MRC00046
- CF30 Customer (1 Nov 2007 to 17 Sep 2011)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Martine Ryan
IRN MXR00002
- CF21 Investment Adviser (1 Dec 2001 to 23 Dec 2004)
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Michael Ian Dugdale
IRN MXD01332
- SMF3 Executive Director (9 Dec 2019 to 1 Oct 2020)
- CF1 Director (2 Jan 2013 to 8 Dec 2019)
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Michael Richard Rodger
IRN MRR00018
- CF30 Customer (1 Nov 2007 to 5 Apr 2012)
- CF21 Investment Adviser (30 Jan 2006 to 31 Oct 2007)
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Nicholas Peter Sunman
IRN NPS00020
- CF21 Investment Adviser (25 Mar 2003 to 26 Jul 2006)
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Nigel Bernard Pagden
IRN NBP00006
- CF30 Customer (1 Nov 2007 to 5 Apr 2012)
- CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
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Nigel Brittle
IRN NXB01455
- CF1 Director (29 Jan 2009 to 21 Apr 2011)
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Nigel Richard Walker
IRN NRW00001
- CF21 Investment Adviser (17 Feb 2005 to 27 Oct 2006)
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Patrick Thomas Margrave
IRN PTM01051
- CF1 Director (11 Feb 2013 to 26 Feb 2014)
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Paul Anthony Hardcastle
IRN PAH00054
- CF21 Investment Adviser (25 Mar 2003 to 28 Aug 2003)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
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My Choice Health Plans Ltd (no longer appointed)
FRN 432764 · Appointed 16 May 2005 · Until 4 May 2006
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Universal Provident Ltd (no longer appointed)
FRN 418235 · Appointed 17 Dec 2004 · Until 11 Apr 2019
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Cranfield & Moore Compliance & Training Consultants Limited (no longer appointed)
FRN 210230 · Appointed 1 Mar 2002 · Until 1 Dec 2002
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.