Liam John Nash

Last updated
2 weeks ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Paladin Financial Consultancy Ltd

    FRN 1005952

    • (3)Employed By (since 28 Nov 2023)
  • Rosemount Financial Solutions (IFA) Limited

    FRN 535515

    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • 21. Advising or arranging (bringing about) equity release transactions
    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • Appointed representative dealing with clients for which they require qualification (since 21 Aug 2023)
    • [FCA CF] Client dealing (since 27 Jul 2023)
    • CF30 Customer (since 24 Jul 2023)
    • CF1 Director (AR) (since 24 Jul 2023)
  • Marble Financial Planning Ltd

    FRN 938798

    • (1)Employed By (since 24 Jul 2023)
  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 15 Aug 2023)
    • [FCA CF] Client dealing (9 Dec 2019 to 15 Aug 2023)
    • CF30 Customer (4 Apr 2019 to 8 Dec 2019)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • CF30 Customer (4 Mar 2014 to 5 Apr 2019)
  • Rosemount Financial Solutions Ltd (no longer approved here)

    FRN 448935

    • (90)Employed By (4 Mar 2014 to 5 Apr 2019)
  • St. James's Place Wealth Management Plc (no longer approved here)

    FRN 195351

    • CF30 Customer (28 Jul 2009 to 11 Mar 2014)
  • Castlerock Wealth Management (no longer approved here)

    FRN 475496

    • Employed By (28 Jul 2009 to 11 Mar 2014)
  • Santander UK Plc (no longer approved here)

    FRN 106054

    • CF30 Customer (3 Mar 2008 to 2 Jul 2008)
  • Bank of Scotland plc (no longer approved here)

    FRN 169628

    • CF30 Customer (1 Nov 2007 to 11 Jan 2008)
    • CF21 Investment Adviser (17 Sep 2007 to 31 Oct 2007)

Recent activity

Updates to this individual's record on the FCA register.

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