Rosa 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.

  • MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED

    FRN 586392

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 7. Giving personal recommendations on long-term care insurance contracts
    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 20 Dec 2024)
    • [FCA CF] Client dealing (since 20 Dec 2024)
  • Fort Financial Planning Ltd (no longer approved here)

    FRN 425743

    • [FCA CF] Client dealing (7 Nov 2022 to 31 Aug 2024)
    • [FCA CF] Functions requiring qualifications (7 Nov 2022 to 31 Aug 2024)

Recent activity

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

No changes recorded yet.