Julian Barker Dip PFS

Compliance Officer

Julian is married with three children.
Julian first entered financial services through Liverpool Victoria where he worked within the General Insurance sector as a Customer Adviser. It was from here that he gained experience and the opportunity to further his career.
From this starting point Julian progressed to a supporting role with an Independent Financial Advisers assisting with research, report writing and compliance awareness. From there he moved to take up a more active role within the compliance department of a busy city based Independent Financial Adviser and mortgage broker. More recently Julian has enjoyed working for a well respected financial service outsourcer gaining further experience from a variety of project based roles and joins TFMG in the role as Compliance Officer.
Julian is always looking to add to his knowledge and is continually active in this respect through industry examinations and attending seminars.
Outside of work Julian enjoys a busy family life and is a keen water sports enthusiast.

Qualifications

•Member of the Personal Finance Society by Diploma
•Chartered Insurance Institute Accreditations in:
◦ Supervision in a Regulated Environment (J07)
◦Taxation & Trusts (G10)
◦Pension Simplification (CF9)
◦Long Term Care (CF8)
◦Home Reversion Plans (HR1)
◦Lifetime Mortgage Activities (CF7)
◦Investment & Risk (CF2)
◦Mortgage Advice Qualification (MAQ)