Berkeley Morgan Limited

Reference number: 148577

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Authorisation being cancelled

This firm has asked the FCA to cancel its authorisation. It is still in force until the FCA processes the application, so existing business keeps its protection, but its regulated work is winding down.

Identity

Check their details

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.

Also trades as
  • Berkeley Morgan Mortgage Desk
  • Moneyhill
  • Summit Financial Solutions

Company details

From the company's Companies House record.

Company number
02601046
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
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)

Current directors and secretaries

Name Role Born Appointed
Joshua Roberts-Jones Director Feb 1990 23 Jan 2025
Matthew Adam Cohen Director Apr 1990 18 Jun 2026
Joshua Roberts-Jones Secretary Not published 23 Jan 2025

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Berkeley Morgan Limited FCA authorised?
Berkeley Morgan Limited (FRN 148577) is on the FCA register, but its authorisation is changing (authorisation being cancelled). Check the register before dealing with it.
Is my money safe with Berkeley Morgan?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Berkeley Morgan to the Financial Ombudsman Service, free of charge.
Is Berkeley Morgan a scam or clone?
Berkeley Morgan is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Berkeley Morgan's Firm Reference Number (FRN)?
Berkeley Morgan's FRN is 148577. You can verify it on the FCA register.