Julian Harris Financial Consultants
- FRN
- 153566
- Date authorised
- 1 April 2013
- Last scraped
- 3 weeks ago
Addresses
The contact details this firm has registered with the FCA.
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Principal Place of Business
Julian Harris HouseMusgrove StoresMusgroveAshfordKentTN23 7UNUNITED KINGDOM- Phone
- +4401233661960
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Complaints Contact
Julian Harris HouseMusgrove StoresMusgroveAshfordKentTN23 7UNUNITED KINGDOM- Phone
- +4401233661960
What this firm is allowed to do
The regulated activities the FCA has granted this firm permission to carry out.
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Buy-to-Let Mortgage Advice
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Buy-to-Let Mortgage Arranging
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P2P Lending Advice
For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)
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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.
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Equity Release Advice
For Customer, Home reversion plans
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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.
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Mortgage Advice
For Customer, Regulated mortgage contract
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Authorised to Operate
Show 1 limitation Hide limitations
- · The firm can only agree to carry on the regulated activities specified in this Notice.
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Equity Release Arranging
For Customer, Home reversion plans
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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.
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Mortgage Arranging
For Customer, Regulated mortgage contract
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Buy-to-Let Start Date
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Buy-to-Let Status
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Credit Brokering
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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
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Equity Release Setup
For Customer, Home reversion plans
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Mortgage Setup
For Customer, Regulated mortgage contract
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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.
Approved individuals
Senior staff personally approved by the FCA to hold their roles here.
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Dennis Ashley Ronald Wigg
IRN DXW00131
- CF30 Customer (10 Mar 2010 to 27 Dec 2012)
- CF4 Partner (AR) (10 Mar 2010 to 10 Feb 2015)
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Dominic Joseph Marley
IRN DJM00089
- 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
- 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 1 Feb 2023)
- CF1 Director (AR) (since 9 Dec 2022)
- CF30 Customer (since 25 Mar 2022)
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Edem Agbenya
IRN EXA17603
- [FCA CF] Functions requiring qualifications (24 Feb 2022 to 10 Apr 2023)
- [FCA CF] Client dealing (24 Feb 2022 to 10 Apr 2023)
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Eduardo Nuno Ferreira Simoes
IRN EXF00136
- 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
- [FCA CF] Client dealing (since 11 Nov 2024)
- [FCA CF] Functions requiring qualifications (since 11 Nov 2024)
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Edward Zbigniew Orlinski
IRN EXO00047
- 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
- 21. Advising or arranging (bringing about) equity release transactions
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 30 Oct 2025)
- [FCA CF] Client dealing (since 30 Oct 2025)
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Emma Louise Gladwish
IRN ELG01023
- CF1 Director (AR) (22 Mar 2016 to 1 Nov 2016)
- CF4 Partner (AR) (9 Mar 2015 to 1 Nov 2016)
- CF30 Customer (1 Aug 2014 to 14 Oct 2015)
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Emma Mary Rourke
IRN EMR01023
- CF2 Non Executive Director (21 Aug 2002 to 16 Oct 2002)
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Eugen Neagu
IRN EXN01083
- CF30 Customer (5 Mar 2009 to 30 Dec 2009)
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Evan Elwyn Thomas
IRN EXT00004
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
- [FCA CF] Client dealing (since 9 Dec 2019)
- CF30 Customer (1 Nov 2007 to 20 Dec 2012)
- CF22 Investment Adviser (Trainee) (2 Mar 2005 to 31 Oct 2007)
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Foysol Hussain
IRN FXH01160
- Appointed representative dealing with clients for which they require qualification (24 Aug 2023 to 31 Dec 2025)
- CF30 Customer (13 Jun 2023 to 31 Dec 2025)
- CF1 Director (AR) (13 Jun 2023 to 31 Dec 2025)
- [FCA CF] Client dealing (6 Mar 2023 to 23 Feb 2024)
- [FCA CF] Functions requiring qualifications (6 Mar 2023 to 23 Feb 2024)
Appointed representatives
Smaller firms operating under this firm's FCA authorisation.
-
Guidestone Wealth Management Limited
FRN 1048901 · Appointed 28 Jan 2026
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Woollacott Wealth Management Limited
FRN 1049176 · Appointed 27 Jan 2026
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Lee Jones
FRN 1046563 · Appointed 5 Jan 2026
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WealthConnect Financial Planning Limited
FRN 1040249 · Appointed 29 Sep 2025
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KCB WM Limited
FRN 997954 · Appointed 11 Sep 2025
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Equity Select Ltd
FRN 944444 · Appointed 7 May 2025
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K2 Private Wealth Limited
FRN 1026560 · Appointed 1 Apr 2025
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Avenue Financial Solutions Ltd
FRN 842729 · Appointed 9 Jan 2025
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Tradenomic Limited
FRN 994930 · Appointed 5 Dec 2024
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Northcote Wealth Management Limited
FRN 1005573 · Appointed 15 Dec 2023
Recent activity
Updates to this firm's record on the FCA register.
No changes recorded yet.