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.

• Susan Holohan

  IRN SAT00009

  • 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
  • [FCA CF] Functions requiring qualifications (since 18 Feb 2021)
  • [FCA CF] Client dealing (since 18 Feb 2021)
• Tat Yeung Wong

  IRN TXW00431

  • CF1 Director (AR) (since 28 Nov 2025)
• Taylor James Thomas Beavis

  IRN TXB08038

  • CF1 Director (AR) (12 Jun 2019 to 31 Jul 2020)
  • CF30 Customer (7 Nov 2018 to 31 Jul 2020)
• Thomas Joseph Day

  IRN TXD00279

  • 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 23 Apr 2024)
  • Appointed representative dealing with clients for which they require qualification (since 21 Mar 2024)
• Timothy Hugh Layton-Hyslop

  IRN THL00007

  • CF1 Director (AR) (15 Aug 2013 to 12 Oct 2016)
• Veronica Adrienne Pilsbury

  IRN VAP00002

  • CF30 Customer (2 Jun 2009 to 10 Aug 2015)
• Vincent Harvey

  IRN VXH00017

  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • CF11 Money Laundering Reporting (20 May 2015 to 8 Dec 2019)
  • CF10 Compliance Oversight (20 May 2015 to 8 Dec 2019)
• William Anthony Peter Young

  IRN WAY00001

  • CF30 Customer (4 Sep 2015 to 26 Oct 2015)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
• William Liam Carey

  IRN WLC01014

  • [FCA CF] Functions requiring qualifications (17 Feb 2021 to 8 Dec 2022)
• William Patrick Barr

  IRN WXB00051

  • 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
  • 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
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 31 Jul 2019)
  • CF1 Director (AR) (since 31 Jul 2019)

• 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.