Sunday, 24 September 2017
:: about Berkeley Morgan
:: our role
:: independent financial advice
:: investments and savings
:: pension planning
:: tax planning
:: life and health insurance
:: mortgages
:: office locator
:: information request
:: website support
:: benefits of joining Berkeley Morgan
:: current vacancies

Data Collection Statement

1 Personal information collected
Depending on the nature of your query, Berkeley Morgan Limited may collect the following information:

  • name and user name;
  • e-mail address ( optional)
  • telephone number ( optional);
  • preferred method of reply;
  • details pertinent to your enquiry;

Although it is not compulsory to give us this information, if you do not then we may not be able to provide you with the full range of services the Site has to offer.

2 Use of this information
This information will be used in order to:

  • deal with your query;
  • supply you with relevant information.
  • provide you with a quotation;
  • provide you with financial and investment advice.

3 Sharing this information
3.1 This information will only be shared within the Personal Group Holdings plc group of companies from time to time, of which Berkeley Morgan Limited is a part. For a full list of companies within the group please see our companies page.

3.2 By clicking here you agree to the use of your personal information for the above purposes and to its being shared with companies within the Personal Group Holdings plc group. Although it is not compulsory, if you do not agree then we may not be able to respond to your query. Further details are set out in our privacy policy.

This website is operated by Berkeley Morgan Limited. Registered Office: 899 Silbury Boulevard, Central Milton Keynes MK9 3XL. We are authorised and regulated by the Financial Services Authority and our registered number is148577. Company registration number (3456258) registered in England. VAT number 696282194, email us at
© Berkeley Morgan Limited 2017
Data Collection Statement | Privacy Policy | Terms of Use