Julian Harris Financial Consultants

• Principal Place of Business

  Julian Harris House

  Musgrove Stores

  Musgrove

  Ashford

  Kent

  TN23 7UN

  UNITED KINGDOM

  Phone

  +4401233661960

  Web

  https://www.julianharris.net

• Complaints Contact

  Julian Harris House

  Musgrove Stores

  Musgrove

  Ashford

  Kent

  TN23 7UN

  UNITED KINGDOM

  Phone

  +4401233661960

• Buy-to-Let Mortgage Advice

• Buy-to-Let Mortgage Arranging

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

  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.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  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, Structured Deposits, 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.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

  Show 1 limitation Hide limitations

  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• 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, Structured Deposits, 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.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Buy-to-Let Start Date

• Buy-to-Let Status

• Credit Brokering

• Debt Advice

  Show 2 limitations Hide limitations

  • · This permission is limited to debt counselling with no debt management activity
  • · This permission is limited to debt counselling in connection with investment advice, buy to let and second charge mortgages

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• 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, Structured Deposits, 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.

• Lee Matthew Jones

  IRN LXJ00158

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • CF30 Customer (since 5 Jan 2026)
  • [FCA CF] Functions requiring qualifications (since 22 Jun 2023)
  • [FCA CF] Client dealing (since 22 Jun 2023)
• Leigh William Martin

  IRN LWM00014

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 21. Advising or arranging (bringing about) equity release transactions
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (20 Aug 2009 to 16 Nov 2012)
• Leticia Coutinho Fonseca

  IRN LXC00643

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • [FCA CF] Functions requiring qualifications (since 21 Feb 2025)
  • [FCA CF] Client dealing (since 21 Feb 2025)
• Lizbeth Linda Wood

  IRN LLB00008

  • CF11 Money Laundering Reporting (1 Dec 2001 to 16 Oct 2002)
  • CF10 Compliance Oversight (1 Dec 2001 to 16 Oct 2002)
  • CF16 Significant Mgt (Desgntd Investment Business) (1 Dec 2001 to 16 Oct 2002)
• Luke Abayomi Lakin-Balogun

  IRN LAL01035

  • CF30 Customer (11 May 2015 to 16 May 2016)
  • CF1 Director (AR) (11 May 2015 to 16 May 2016)
• Mahmood Akhtar

  IRN MXA01889

  • CF30 Customer (1 Aug 2008 to 10 Dec 2008)
• Malcolm Perrett

  IRN MXP00035

  • CF30 Customer (1 Nov 2007 to 1 Dec 2011)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• Malgorzata Ewa (known as Gosia) Dawson

  IRN MXC00415

  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 9A. Advising on P2P agreements
  • Appointed representative dealing with clients for which they require qualification (since 21 Jul 2022)
  • CF1 Director (AR) (since 6 Jul 2022)
  • CF30 Customer (since 6 Jul 2022)
• Mark Andrew Medwyn

  IRN MAM01227

  • CF30 Customer (20 Dec 2017 to 3 Jun 2020)
  • CF4 Partner (AR) (20 Dec 2017 to 3 Jun 2020)
• Mark Bloom

  IRN MXB03776

  • CF1 Director (AR) (since 1 Apr 2025)

• Paul Davies (no longer appointed)

  FRN 501802 · Appointed 1 Jun 2009 · Until 7 Feb 2010

• JD Mortgages Ltd (no longer appointed)

  FRN 438522 · Appointed 1 Jun 2009 · Until 1 Aug 2009

• Ogden-Starkel Financial Services Ltd (no longer appointed)

  FRN 498917 · Appointed 3 Apr 2009 · Until 4 Oct 2010

• Stephen Mayor (no longer appointed)

  FRN 497299 · Appointed 6 Mar 2009 · Until 27 Apr 2012

• S A Mortgages (no longer appointed)

  FRN 486406 · Appointed 22 Jul 2008 · Until 10 Dec 2008

• Hareth Karim (no longer appointed)

  FRN 485977 · Appointed 14 Jul 2008 · Until 5 Jul 2012

• Clear & Simple Mortgage Solutions (no longer appointed)

  FRN 453252 · Appointed 3 Jun 2008 · Until 28 Nov 2008

• Suits U Mortgages Ltd (no longer appointed)

  FRN 448627 · Appointed 3 Jun 2008 · Until 28 Nov 2008

• Willow Financial Consultants Ltd (no longer appointed)

  FRN 222953 · Appointed 4 Oct 2006 · Until 3 Jun 2008

• Phillips Associates Ltd (no longer appointed)

  FRN 220935 · Appointed 31 Oct 2004 · Until 31 Oct 2004

No changes recorded yet.