William Patrick Barr

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • JULIAN HARRIS ADVISER NETWORK LIMITED

    FRN 304155

    • 12. Giving personal recommendations on and dealing in securities which are not stakeholder pension schemes or personal pension schemes or 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)
    • 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
    • CF1 Director (AR) (since 25 Mar 2026)
    • CF30 Customer (since 25 Mar 2026)
    • Appointed representative dealing with clients for which they require qualification (since 25 Mar 2026)
  • Julian Harris Financial Consultants

    FRN 153566

    • 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
    • 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 9 Dec 2019)
    • CF30 Customer (since 31 Jul 2019)
    • CF1 Director (AR) (since 31 Jul 2019)
  • Pentagon Wealth Ltd

    FRN 846206

    • (2)Employed By (since 31 Jul 2019)
  • In Partnership Financial Advisers Limited (no longer approved here)

    FRN 744728

    • (23)Employed By (16 May 2016 to 20 Sep 2019)
  • The On-Line Partnership Limited (no longer approved here)

    FRN 192638

    • CF30 Customer (30 Apr 2012 to 20 Sep 2019)
  • Lighthouse Advisory Services Limited (no longer approved here)

    FRN 195199

    • CF30 Customer (1 Nov 2007 to 18 Aug 2008)
    • CF7 Sole Trader (AR) (17 Mar 2003 to 31 Jan 2007)
    • CF21 Investment Adviser (1 Nov 2002 to 31 Oct 2007)
  • William Barr Financial Services (no longer approved here)

    FRN 223359

    • Employed By (17 Mar 2003 to 18 Aug 2008)
  • Canada Life Limited (no longer approved here)

    FRN 110394

    • CF21 Investment Adviser (1 Dec 2001 to 1 Nov 2002)

Recent activity

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

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