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

Privacy Policy

Berkeley Morgan Limited takes the privacy of your information very seriously. This policy explains how and for what purposes we use the information collected about you via [] (referred to below as the "Site"). In this policy, 'the Company' 'We' 'Us' 'Our ' 'Ourselves' and BML refer to Berkeley Morgan Limited and ‘You’ and 'Your' mean any person accessing this Site.

1 Personal information collected
Depending on the nature of Your query, We may collect the following information from You:

  • Name and user name;
  • E-mail address(optional);
  • Telephone number(optional)
  • Details pertinent to Your enquiry;
  • Details pertinent to the type of product selected.

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
We will use this information in order to:

  • supply You with the information You have selected;
  • deal with Your query;
  • provide You with a quotation;
  • provide You with financial and investment advice.

3 Sharing this information
This information will only be shared within the Personal Group Holdings plc group of companies from time to time. For a full list of companies within the group please contact Us at

4 Changes to your details
We aim to keep our information about You as accurate as possible. If You would like to review or change the details you have supplied Us with, please contact Us at

5 Linking to third party websites
We cannot be responsible for the privacy policies and practices of other sites even if You access them using links from Our Site and recommend that You check the policy of each site You visit and contact its owner or operator if You have any concerns or questions.

6 Transferring your information outside of Europe
If You use Our services while You are outside the EU, Your information may be transferred outside the EU in order to provide You with those services.

7 Contact us
If at any time You would like to contact us with Your views about Our privacy practices, or with any enquiry relating to Your personal information, You can do so by sending an e-mail to Us at or write to Us at:

The Data Protection Officer (BML)
John Ormond House
899 Silbury Boulevard
Central Milton Keynes
Telephone 01908 605000
Fax 01908 201711

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