Julian Harris

Services for Advisers and Clients


IFAs/Mortgage Advisers

In our direction, your business will be kept within the regulatory guidelines. You will be provided with 100% compliance checks, documentation and tools you will need to achieve compliance and ensure you stay that way.

With this set up, you receive compliance training and feedback soon after each file is submitted to us; compared with direct authorisation alternative and the other networks where you would receive periodic compliance visits and if they do not like what they see, they will take punitive action.

Regulatory & Compliance

Business Development

Clients

Our network of advisers specialises in providing independent advice relating to: We would love to hear about your experience with us!
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Mortgage Risk Warnings

Your home may be repossessed if you do not keep up repayments on a mortgage or other loans secured on it.

Buy to let (pure) and commercial mortgages are not regulated by the FCA.

Think carefully before securing other debts against your home.

Investment Risk Warnings

Tax advice which contains no investment element is not regulated by the Financial Conduct Authority.

Past performance is not a guide to future performance and no guarantees are given as to capital growth and income yield.
 
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