A support programme for prospective advisers who are newly qualified or have limited experience and looking to gain Competent Adviser Status (CAS). The Academy also offers a support for those wishing to transition from Mortgage Adviser to Independent Financial Adviser (IFA). The Julian Harris IFA and Mortgage Adviser Networks launched […]
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This article first appeared on Mortgage Introducer on 03 April 2018. You can read more articles by Ed at mortgageintroducer.com/author/edward_payne. Ed Payne is director of Bristol-based brokerages Family First Finance and Clifton Mortgages. Last time I wrote about my decision to take the plunge and leave my well-paid role with a lender and […]
Yet another Adviser firm has announced that it has been acquired by a larger rival, with Personal Touch being snapped up by a larger mortgage broker. This follows news of other takeovers in the sector, including Sanlam’s of Tavistock. Are you concerned? When a network is taken over, there can […]
Dear Adviser, We are all accustomed to the risk warnings that go along with any investment or borrowing these days. For example; ‘your home is at risk…’ or ‘the value of capital and any income arising may fall as well as rise…’ But what many business owners fail to appreciate […]
This article originally featured in the Julian Harris Networks email newsletter. Click here to subscribe. A warm welcome At Julian Harris Networks we understand that working for yourself can sometimes be a lonely experience. We understand the benefits from sharing and learning from others. After all, it’s the way we […]
This article originally featured in the Julian Harris Networks email newsletter. Click here to subscribe. We are at that time of year again. It seems to come around faster every year! So don’t put off any longer your decision to join a progressive, independent network that offers so much value […]
This article originally featured in the Julian Harris Networks email newsletter. Click here to subscribe. All are welcome to join us for our first Quarterly Advisers Meeting of 2018, with presentations from industry providers and an opportunity to meet fellow advisers. It will take place on Wednesday 31st January 2018 […]
This article originally featured in the Julian Harris Networks email newsletter. Click here to subscribe. Our members benefit from weekly commission payments, detailed statements updated in real time available to view 24/7 and commission payments ad infinitum to heirs. We listen to what our members value. Julian Harris AFPC, MAQ, CF9 Chief […]