Julian Harris Financial Consultants

Date authorised
1 April 2013
Last scraped
3 weeks ago
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Addresses

The contact details this firm has registered with the FCA.

  • 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

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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
    • · 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.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Andrew Simon Finn

    IRN ASF01057

    • CF30 Customer (2 Jul 2015 to 27 May 2016)
  • Andrew Thomas Woollacott

    IRN ATW01051

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 30 Jan 2026)
    • CF1 Director (AR) (since 27 Jan 2026)
    • CF30 Customer (since 27 Jan 2026)
    • [FCA CF] Functions requiring qualifications (19 Jul 2024 to 30 Jan 2026)
    • [FCA CF] Client dealing (19 Jul 2024 to 30 Jan 2026)
  • Anita Jane Morley

    IRN AJM00003

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 24 Aug 2022)
    • CF30 Customer (23 Jan 2017 to 24 Aug 2022)
  • Anthony Dennis Ellis

    IRN ADE00006

    • CF21 Investment Adviser (1 Dec 2001 to 16 Oct 2002)
  • Anthony Michael Gethin

    IRN AMG01119

    • CF30 Customer (1 Nov 2007 to 17 Nov 2010)
    • CF22 Investment Adviser (Trainee) (6 Sep 2004 to 31 Oct 2007)
  • Ayodeji Oludare Oluyemi

    IRN AXO01263

    • CF1 Director (AR) (11 Jun 2018 to 13 Jun 2019)
    • CF30 Customer (11 Jun 2018 to 13 Jun 2019)
  • Balasubramaniam Dharmalingam

    IRN BXD00120

    • [FCA CF] Functions requiring qualifications (13 Sep 2022 to 29 Jun 2023)
  • Benjamin Agar-Hutton

    IRN BXA15454

    • 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
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 10 Jan 2025)
    • CF1 Director (AR) (since 9 Jan 2025)
    • CF30 Customer (since 9 Jan 2025)
  • Benjamin Charles Sinclair Brown

    IRN BCB01024

    • CF30 Customer (1 Nov 2007 to 30 Dec 2009)
    • CF22 Investment Adviser (Trainee) (31 May 2007 to 31 Oct 2007)
  • Benjamin Jonathan Simpson

    IRN BJS01145

    • 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
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 19 Jan 2024)
    • CF1 Director (AR) (since 15 Dec 2023)
    • CF30 Customer (since 15 Dec 2023)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

Updates to this firm's record on the FCA register.

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