Natasha Nair

• 2 Plan Wealth Management Limited

  FRN 461598

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • Appointed representative dealing with clients for which they require qualification (since 23 Dec 2025)
  • CF1 Director (AR) (since 11 Dec 2025)
  • CF30 Customer (since 11 Dec 2025)
• Triton Private Wealth Limited

  FRN 1045686

  • (1)Employed By (since 11 Dec 2025)
• HW Financial Services Limited (no longer approved here)

  FRN 134190

  • [FCA CF] Functions requiring qualifications (12 Feb 2024 to 24 Oct 2025)
  • [FCA CF] Client dealing (12 Feb 2024 to 24 Oct 2025)
• Evelyn Partners Financial Planning Limited (no longer approved here)

  FRN 136414

  • [FCA CF] Functions requiring qualifications (12 Feb 2024 to 24 Oct 2025)
  • [FCA CF] Client dealing (12 Feb 2024 to 24 Oct 2025)
• Scottish Widows Schroder Personal Wealth Limited (no longer approved here)

  FRN 830170

  • [FCA CF] Functions requiring qualifications (17 Nov 2021 to 6 Sep 2023)
  • [FCA CF] Client dealing (17 Nov 2021 to 6 Sep 2023)
• Origen Financial Services Limited (no longer approved here)

  FRN 192666

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 23 Sep 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 23 Sep 2021)
  • CF30 Customer (8 Dec 2017 to 8 Dec 2019)
• St. James's Place Wealth Management Plc (no longer approved here)

  FRN 195351

  • CF30 Customer (24 Jan 2017 to 19 Jul 2017)
• Jeremy Davies Wealth Management LLP (no longer approved here)

  FRN 571595

  • (2)Employed By (24 Jan 2017 to 19 Jul 2017)
• Flying Colours Advice Limited (no longer approved here)

  FRN 672022

  • CF30 Customer (22 Sep 2016 to 29 Nov 2016)
• Nationwide Building Society (no longer approved here)

  FRN 106078

  • CF30 Customer (9 Oct 2014 to 22 Jun 2015)

No changes recorded yet.