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.

  • Claire Theresa Woodhams

    IRN CTW01036

    • CF30 Customer (22 Mar 2010 to 13 Dec 2010)
  • Clifford Howard Brown

    IRN CHB00012

    • CF30 Customer (1 Nov 2007 to 10 Aug 2008)
    • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • Clyde Stuart Ct Turner

    IRN CST01021

    • CF22 Investment Adviser (Trainee) (12 Oct 2004 to 25 Oct 2004)
  • Colin Plews

    IRN CXP01483

    • 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
    • [FCA CF] Client dealing (since 9 Dec 2019)
    • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
    • CF30 Customer (22 Mar 2010 to 8 Dec 2019)
  • Colin Richard Batt

    IRN CRB01128

    • CF4 Partner (AR) (29 May 2013 to 18 Feb 2016)
  • Colin Victor Peck

    IRN CVP00003

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 30 Jun 2022)
    • CF30 Customer (1 Nov 2007 to 28 Dec 2012)
    • CF22 Investment Adviser (Trainee) (1 Jun 2007 to 31 Oct 2007)
  • Connor Hockridge

    IRN CXH00827

    • 9A. Advising on P2P agreements
    • 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)
    • [FCA CF] Client dealing (since 4 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 4 Nov 2025)
  • Craig Robert Herbert

    IRN CRH01129

    • CF1 Director (AR) (since 20 Jan 2023)
  • Daniel Anthony Woodruff

    IRN DAW01156

    • CF30 Customer (1 Nov 2007 to 17 Dec 2008)
    • CF21 Investment Adviser (5 Jan 2005 to 31 Oct 2007)
    • CF22 Investment Adviser (Trainee) (19 Feb 2003 to 5 Jan 2005)
  • Daniel Stephen Henson

    IRN DXH00931

    • 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
    • [FCA CF] Functions requiring qualifications (since 12 Jun 2025)
    • [FCA CF] Client dealing (since 12 Jun 2025)
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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.

No changes recorded yet.