Julian Harris Financial Consultants

Date authorised
1 April 2013
Last scraped
3 weeks ago
Watch for changes

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
  • 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.

  • ASHAN SARKAR

    IRN AXS04891

    • Appointed representative dealing with clients for which they require qualification (19 Apr 2023 to 26 Jul 2024)
    • CF30 Customer (19 Apr 2023 to 26 Jul 2024)
    • [FCA CF] Client dealing (27 Jan 2022 to 4 Mar 2024)
    • [FCA CF] Functions requiring qualifications (7 Dec 2021 to 19 Apr 2023)
  • Aaron Joseph Williams

    IRN AXW00773

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 12 Sep 2025)
    • CF30 Customer (since 11 Sep 2025)
    • CF1 Director (AR) (since 11 Sep 2025)
  • Adam Glen Walkom

    IRN AGW01065

    • Appointed representative dealing with clients for which they require qualification (10 Jun 2020 to 21 Mar 2022)
    • CF30 Customer (7 May 2020 to 21 Mar 2022)
    • CF1 Director (AR) (7 May 2020 to 21 Mar 2022)
  • Adrian George Howard

    IRN AGH01109

    • CF1 Director (AR) (17 Feb 2014 to 1 Jul 2014)
  • Adrian Warren Johnson

    IRN AWJ01014

    • CF1 Director (AR) (29 Jul 2021 to 21 Mar 2022)
    • CF30 Customer (4 Jun 2021 to 21 Mar 2022)
  • Aidan Timothy Martin

    IRN ATM01053

    • 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 22 Sep 2025)
    • [FCA CF] Client dealing (since 22 Sep 2025)
  • Akintunde Kehinde Isaacs-Sodeye

    IRN AKI01005

    • CF30 Customer (9 Apr 2009 to 13 Dec 2010)
  • Alexander Barry Henry

    IRN ABH01043

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 28 May 2025)
    • CF1 Director (AR) (6 Sep 2019 to 28 May 2025)
    • CF30 Customer (6 Sep 2019 to 28 May 2025)
  • Alexander John Darlow

    IRN AJD01292

    • CF30 Customer (13 Nov 2014 to 13 Oct 2015)
    • CF1 Director (AR) (12 Jun 2012 to 21 Oct 2014)
  • Ali Akbar Shah

    IRN AAS01153

    • 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
    • Appointed representative dealing with clients for which they require qualification (since 3 Mar 2021)
    • CF1 Director (AR) (since 14 Oct 2020)
    • CF30 Customer (since 14 Oct 2020)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.