Advisers, is this your profile? Click here to confirm and add details

Brian Stevenson

Brian Stevenson of Julian Harris Financial Consultants is based in Aviemore. Brian has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD9A - Advising on P2P agreements

Previous Employment:
TenetConnect Limited02/04/2019 to 18/03/2022
Retsol Financial Services LLP12/09/2006 to 24/01/2022
Financial Limited12/09/2006 to 22/05/2013
Brown Associates01/12/2001 to 19/10/2006
Retirement Solutions22/10/2003 to 19/10/2006
My Pension Expert
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.