Dear advisers,
I wish you all a good week ahead.
Some concerns that have been raised with me in the past few days and my suggested solutions:-
1.) Concern
I want to change Networks, but I cannot afford to have my pipeline held up and a period of not being able to write business.
Solution
If you change Networks, the Regulator allows you to be concurrently authorised (you cannot be concurrently authorised if you are going from Network to DA). Allowing concurrent authorisation means we can authorise you without having to wait for you to serve your notice period. We would also novate your agencies as soon as you give notice, thus your pipeline would be held up for the minimum time.
2.) Concern
Difficult to Place Cases
Solution
With us you would have access to experienced mortgage placement assistance.
3.) Concern
Complaints Management Firms.
Solution
We have extensive experience in dealing with client complaints and Claims Management Firms. We ensure you are not unfairly taken advantage of.
4.) Concern
Things That Irritate
Solution
We only do things that are reasonable. We offer a personal service and are approachable. We appreciate our relationship with our member firms and why they use our services, hence we have a good morale in our Network.
For further information, please contact either of the below.
Julian Harris AFPC, MAQ, CF9
Chief Executive Officer
Julian@julianharris.net
07715 182328
Peter Welsh
Business Development Executive
Peter@julianharris.net
07789 446798
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Julian Harris Financial Consultants are Independent Financial Advisers. Julian Harris Mortgages are Whole of Market Mortgage Advisers. Julian Harris House, Musgrove, Ashford, Kent. TN23 7UN. Both companies are authorised & regulated by the Financial Conduct Authority. FCA Nos. 153566 & 304155. Co No. 3927189.
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Thank you.
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