Natasha Claire Fathers

• George Square Financial Management Ltd

  FRN 572966

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • Appointed representative dealing with clients for which they require qualification (since 1 Jun 2025)
  • CF30 Customer (since 19 May 2025)
• Greaves Wealth Management Ltd

  FRN 926063

  • (1)Employed By (since 19 May 2025)
• Hawsons Wealth Management Limited (no longer approved here)

  FRN 586696

  • [FCA CF] Manager of certification employee (14 Dec 2020 to 29 Jan 2025)
  • SMF16 Compliance Oversight (11 Dec 2020 to 29 Jan 2025)
  • SMF3 Executive Director (11 Dec 2020 to 29 Jan 2025)
  • SMF17 Money Laundering Reporting Officer (MLRO) (11 Dec 2020 to 29 Jan 2025)
  • Responsibility for MCD Intermediation (11 Dec 2020 to 29 Jan 2025)
  • Responsible for Insurance Distribution (11 Dec 2020 to 29 Jan 2025)
  • [FCA CF] Client dealing (9 Dec 2019 to 29 Jan 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 29 Jan 2025)
  • CF30 Customer (7 Sep 2015 to 8 Dec 2019)
• QUILTER WEALTH LIMITED (no longer approved here)

  FRN 217742

  • CF30 Customer (28 May 2015 to 21 Sep 2015)
• Total Financial Services Ltd (no longer approved here)

  FRN 543500

  • Employed By (19 May 2015 to 21 Sep 2015)
• QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

  FRN 440703

  • CF30 Customer (24 Feb 2015 to 29 Jun 2015)
• Bank of Scotland plc (no longer approved here)

  FRN 169628

  • CF30 Customer (8 Apr 2009 to 11 Nov 2012)

No changes recorded yet.