Berkeley Morgan Limited
Reference number: 148577
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No longer authorised
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Authorisation ended 1 December 2001.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Last known website
personalgroup.com
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Last known phone number
01908 605000
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Last known address
John Ormond House, 899 Silbury Boulevard, Milton Keynes, Buckinghamshire, MK9 3XL, United Kingdom
In the full report: 3 background checks
- When personalgroup.com first appeared online, and whether it can receive email
- What kind of line 01908 605000 is, and the 5 other firms that give it
- Who else gives the postcode MK9 3XL
Other names (3)
If you were contacted under any of these names, it is this firm.
- Berkeley Morgan Mortgage Desk Trading name: A name it trades under now.
- Moneyhill Trading name: A name it trades under now.
- Summit Financial Solutions Trading name: A name it trades under now.
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
Show FCA detail (4 permissions)
- Arranging (bringing about) deals in investments
- Credit Broking
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action. The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
Concerns on the company record
- Accounts are overdue at Companies House.
- Company number
- 02601046 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 12 April 1991 (35 years old)
- Registered office
- John Ormond House, 899 Silbury Boulevard, Central Milton Keynes, Buckinghamshire, MK9 3XL
- Nature of business
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- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Joshua Roberts-Jones | Director | Feb 1990 | 23 Jan 2025 | 14 other companies |
| Matthew Adam Cohen | Director | Apr 1990 | 18 Jun 2026 | 13 other companies |
| Joshua Roberts-Jones | Secretary | Not published | 23 Jan 2025 | – |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 23
- still active
- 23
- are FCA-registered
- 4
In the full report: all 23 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- The 4 on the FCA register
- The 4 companies these 2 directors run together
- All 18 people who have ever been directors, with their dates
Key dates in its history
Berkeley Morgan’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Berkeley Morgan Group Limited took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Stopped being authorised by the FCA
FCA register
1997
28 November 1997
- Regulated by the Personal Investment Authority from this date
FCA register
1991
12 April 1991
- Incorporated at Companies House
Companies House
In the full report: all 45 events
- All 45 events in its history (6 shown here)
- Every director appointment and resignation: 31
Firms connected to Berkeley Morgan
Other FCA-listed firms that share a director, phone number or address with Berkeley Morgan. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 4
- share a director
- 4
- share its phone number
- 4
In the full report: all 4 connected firms, named
- How each is linked: shared directors (4), the same phone number (4), the same postcode (4)
- Who links each one: the named directors, with dates
Firms like Berkeley Morgan
Other firms of the same type (insurance broker), nearest first.
In Milton Keynes
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Berkeley Morgan
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 23 other companies its directors have run, named
- 3 background checks on its contact details
- All 45 events in its history
- 4 connected firms, named, and who links them
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Frequently asked questions about this firm
Is Berkeley Morgan Limited FCA authorised?
Is Berkeley Morgan a scam or clone?
Is my money safe with Berkeley Morgan?
Who owns Berkeley Morgan?
Who runs Berkeley Morgan?
How long has Berkeley Morgan been in business?
Does Berkeley Morgan use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Report a scam to the FCA fca.org.uk