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.

  • Benjamin Philip Beck

    IRN BXB24373

    • 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 15 Aug 2025)
    • [FCA CF] Client dealing (since 15 Aug 2025)
  • Bernabe Gramajo Caballero

    IRN BXG00257

    • 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
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 2 Feb 2026)
    • CF30 Customer (since 28 Jan 2026)
    • CF1 Director (AR) (since 28 Jan 2026)
    • [FCA CF] Functions requiring qualifications (16 Dec 2024 to 2 Feb 2026)
    • [FCA CF] Client dealing (16 Dec 2024 to 2 Feb 2026)
  • Bhushan Malik

    IRN BXM88469

    • CF30 Customer (27 Jul 2020 to 18 Nov 2025)
    • CF1 Director (AR) (27 Jul 2020 to 18 Nov 2025)
    • Appointed representative dealing with clients for which they require qualification (27 Jul 2020 to 18 Nov 2025)
  • Blake Anthony Reddy

    IRN BXR01347

    • 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)
    • Appointed representative dealing with clients for which they require qualification (since 10 Apr 2025)
    • CF30 Customer (since 1 Apr 2025)
    • CF1 Director (AR) (since 1 Apr 2025)
  • Blake Ellis

    IRN BXE00048

    • [FCA CF] Functions requiring qualifications (7 Dec 2021 to 30 Dec 2022)
  • Bozhidar Genov

    IRN BXG00168

    • Appointed representative dealing with clients for which they require qualification (28 May 2024 to 21 Apr 2025)
    • CF30 Customer (11 Apr 2024 to 21 Apr 2025)
    • CF1 Director (AR) (11 Apr 2024 to 21 Apr 2025)
    • [FCA CF] Functions requiring qualifications (1 Aug 2022 to 28 May 2024)
    • [FCA CF] Client dealing (1 Aug 2022 to 28 May 2024)
  • Brian Ferrier Stevenson

    IRN BFS00003

    • [FCA CF] Client dealing (19 Jul 2022 to 10 Sep 2024)
    • [FCA CF] Functions requiring qualifications (19 Jul 2022 to 10 Sep 2024)
  • Brian John Richardson

    IRN BJR00004

    • 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
    • CF30 Customer (since 12 Feb 2021)
    • Appointed representative dealing with clients for which they require qualification (since 12 Jan 2021)
  • Brian Lawrence Causton

    IRN BLC00001

    • CF30 Customer (1 Nov 2007 to 27 Dec 2012)
    • CF22 Investment Adviser (Trainee) (26 Aug 2005 to 13 Dec 2005)
  • Bryan Joseph Hollingsworth

    IRN BJH00021

    • 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
    • 21. Advising or arranging (bringing about) equity release transactions
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF30 Customer (since 2 Oct 2018)
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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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