Barnard Lee Associates

Reference number: 187646

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Julian Harris Financial Consultants Reference number: 153566 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Barnard Lee Associates (FRN 187646) is an AR of Julian Harris Financial Consultants (FRN 153566). When you use Barnard Lee Associates's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Barnard Lee Associates, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    020 7627 4791

  • Address

    32 Cato Road, London, SW4 7TX, United Kingdom

In the full report: 2 background checks

  • What kind of line 020 7627 4791 is
  • Who else gives the postcode SW4 7TX
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Other names (1)

If you were contacted under any of these names, it is this firm.

  • Barnard & Lee (U682) Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Julian Harris Financial Consultants, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Key dates in its history

Barnard Lee Associates’s history from the FCA register and Companies House, newest first.

2002

4 July 2002

  • Changed its registered name from "Barnard & Lee (U682)"

FCA register

1998

26 June 1998

  • Became an appointed representative

FCA register

Firms like Barnard Lee Associates

Other firms of the same type (financial adviser), nearest first.

In London

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Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Barnard Lee Associates

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 background checks on its contact details

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Frequently asked questions about this firm

Is Barnard Lee Associates FCA authorised?
Barnard Lee Associates (FRN 187646) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Barnard Lee Associates?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Barnard Lee Associates (FRN 187646) is an AR of Julian Harris Financial Consultants (FRN 153566). When you use Barnard Lee Associates's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Barnard Lee Associates, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Barnard Lee Associates’ phone number?
The FCA register lists the phone number 020 7627 4791 for Barnard Lee Associates. If you were given different contact details, use these to check with the firm before going any further.
Is Barnard Lee Associates a scam or clone?
Barnard Lee Associates is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Barnard Lee Associates?
Protection works through Julian Harris Financial Consultants, the principal firm responsible for Barnard Lee Associates's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Does Barnard Lee Associates use any other names?
It has previously used the name Barnard & Lee (U682).

Sources and links

The full report on Barnard Lee Associates

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