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.

• Allan Douglas Robertson

  IRN AXR00196

  • 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
  • 9A. Advising on P2P agreements
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 21. Advising or arranging (bringing about) equity release transactions
  • Appointed representative dealing with clients for which they require qualification (since 8 May 2025)
  • CF30 Customer (since 7 May 2025)
  • CF1 Director (AR) (since 7 May 2025)
• Allieu Tejan-Sowe

  IRN ATS01031

  • [FCA CF] Functions requiring qualifications (30 Mar 2023 to 9 Jan 2024)
• Ameen Shabir Khan

  IRN AXK00123

  • [FCA CF] Functions requiring qualifications (10 May 2024 to 24 Feb 2025)
  • [FCA CF] Client dealing (10 May 2024 to 24 Feb 2025)
• Amy Louise Agar-Hutton

  IRN AXA01332

  • CF1 Director (AR) (since 9 Jan 2025)
• Andrew George Killick

  IRN AGK00007

  • CF21 Investment Adviser (1 Dec 2001 to 16 Oct 2002)
• Andrew James Green

  IRN AJG01280

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 9A. Advising on P2P agreements
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Client dealing (since 1 Mar 2025)
  • [FCA CF] Functions requiring qualifications (since 1 Mar 2025)
• Andrew Jonathan Standen

  IRN AJS01499

  • CF1 Director (AR) (24 Dec 2015 to 1 Nov 2016)
  • CF4 Partner (AR) (13 Feb 2015 to 1 Nov 2016)
  • CF30 Customer (10 Mar 2010 to 1 Nov 2016)
• Andrew Morrell

  IRN AJM00201

  • 11. Pension transfer specialist
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 9A. Advising on P2P agreements
  • CF30 Customer (since 26 Jul 2021)
  • CF1 Director (AR) (since 26 Jul 2021)
  • Appointed representative dealing with clients for which they require qualification (since 22 Apr 2021)
  • Sole trader dealing with clients for which they require qualification (22 Apr 2021 to 23 Apr 2021)
• Andrew Paul Green

  IRN APG01110

  • CF1 Director (AR) (5 Dec 2011 to 16 Feb 2012)
• Andrew Rogers

  IRN AXR00226

  • 9A. Advising on P2P agreements
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 11. Pension transfer specialist
  • Appointed representative dealing with clients for which they require qualification (since 5 Jul 2022)
  • CF30 Customer (since 20 Apr 2021)
  • CF1 Director (AR) (since 11 Mar 2021)
  • [FCA CF] Functions requiring qualifications (5 Jul 2022 to 23 Feb 2024)
  • [FCA CF] Client dealing (5 Jul 2022 to 23 Feb 2024)

• 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.