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.

  • 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)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

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