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.

  • Richard Mieczyslaw Kordowicz

    IRN RXK00031

    • CF30 Customer (15 Oct 2014 to 12 Aug 2020)
  • Richard Thomas Pattison

    IRN RTP01028

    • Appointed representative dealing with clients for which they require qualification (4 Jul 2023 to 27 Jun 2024)
    • CF30 Customer (19 Jun 2023 to 27 Jun 2024)
    • CF1 Director (AR) (19 Jun 2023 to 27 Jun 2024)
  • Robert Augustus Warren

    IRN RAW01130

    • CF30 Customer (19 Feb 2013 to 25 Mar 2014)
  • Robert Cassidy

    IRN RXC01388

    • CF30 Customer (19 Mar 2012 to 27 Dec 2012)
  • Robert Donald Harradine

    IRN RDH01124

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 26 Aug 2022)
    • CF30 Customer (13 Jun 2019 to 26 Aug 2022)
    • CF1 Director (AR) (13 Jun 2019 to 26 Aug 2022)
  • Robert Hulson

    IRN RXH02169

    • CF2 Non Executive Director (AR) (27 Jan 2016 to 5 Dec 2017)
  • Robert John Brealey

    IRN RJB01349

    • 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)
    • 9A. Advising on P2P agreements
    • 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
    • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
    • CF4 Partner (AR) (since 15 Dec 2014)
    • CF30 Customer (since 15 Dec 2014)
  • Robert Lawrence Lister Skeens

    IRN RLS01109

    • 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 14 Jul 2025)
    • [FCA CF] Client dealing (since 14 Jul 2025)
  • Robert Matthew Acland

    IRN RMA00003

    • CF30 Customer (24 Jun 2010 to 27 Dec 2012)
    • CF21 Investment Adviser (1 Dec 2001 to 16 Oct 2002)
  • Robert Stephen Osborne

    IRN RSO01014

    • CF4 Partner (AR) (3 Jun 2013 to 18 Feb 2016)
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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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