Julian Harris Financial Consultants

• 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

• 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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 Hide 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 Hide limitations

  • · 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.

• 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)

• Robert Augustus Warren (no longer appointed)

  FRN 512565 · Appointed 26 Apr 2012 · Until 24 Aug 2012

• MHC FINANCIAL ADVISERS LTD (no longer appointed)

  FRN 573922 · Appointed 31 Jan 2012 · Until 1 Feb 2012

• City View Wealth Management (no longer appointed)

  FRN 569062 · Appointed 17 Nov 2011 · Until 16 Feb 2012

• Niche Advice Limited (no longer appointed)

  FRN 518491 · Appointed 12 Sep 2011 · Until 14 Dec 2016

• Leacon Properties Limited (no longer appointed)

  FRN 502604 · Appointed 6 Sep 2011 · Until 13 Aug 2013

• Richard John Ayres (no longer appointed)

  FRN 194264 · Appointed 5 Sep 2011 · Until 10 Dec 2012

• Nestor Arda (no longer appointed)

  FRN 215698 · Appointed 24 Jun 2010 · Until 22 Jun 2011

• Heather Dunne (no longer appointed)

  FRN 524600 · Appointed 24 May 2010 · Until 6 Oct 2011

• K & N Financial Services (no longer appointed)

  FRN 522388 · Appointed 16 Apr 2010 · Until 29 Apr 2010

• Larry Sunga (no longer appointed)

  FRN 463388 · Appointed 26 Mar 2010 · Until 22 Jun 2011

No changes recorded yet.