Chris LeggeT&C Supervisorchris.firstname.lastname@example.org
Our personnel directly involved in commissions handling and client file compliance checking are not available on the telephone for the following reasons:-
These can be emotive subjects and we find it works best, for advisers to carefully read memos and statements and then, methodically reply via a memo. This avoids people saying things they later regret.
This gives us and you an audit trail for future reference and evidence.
This method allows the relevant staff to act in an efficient manner. If they are on the phone discussing another adviser's queries, it would take them away from administering your commission or checking your file compliance.
Peter Welsh, our T & C manager or your T & C Supervisor is there to talk to, if you need someone to talk things over with.
If you are a journalist and would like a statement or additional information from the Julian Harris Networks, please contact
Helen@julianharris.net who will be happy to provide this for you.
Julian Harris Financial Consultants are Independent Financial Advisers. Julian Harris Mortgages Limited (Co No. 3927189) are whole of market Mortgage Advisers, both of Julian Harris House, Musgrove, Ashford, Kent. TN23 7UN.
Both firms are authorised & regulated by the Financial Conduct Authority. FCA Nos. 153566 & 304155 respectively.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients
. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk .