Nash Wealth Management Ltd

Reference number: 844292

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Vision Independent Financial Planning Ltd Reference number: 487395 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Nash Wealth Management Ltd (FRN 844292) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Nash Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Nash Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Phone number

    07368 652551

  • Address

    7 Wellstood, Boughton, Northampton, Northamptonshire, NN2 8EY, United Kingdom

In the full report: 2 background checks

  • What kind of line 07368 652551 is
  • Who else gives the postcode NN2 8EY
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
11945440
Company status
Active
Company type
Private limited company
Incorporated
13 April 2019 (7 years old)
Registered office
1 Lucas Bridge Business Park, Old Greens Norton Road, Towcester, NN12 8AX, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Daniel Steven Nash Director Sep 1980 13 Apr 2019 None
Rebecca Jayne Nash Director Jan 1982 28 Nov 2019 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

Year to 30 September 2025Micro-entity accountsNot audited

Net assets

£99.7k

Up £99.6k from £76

Employees (average)

2

Same as 2

Owed within a year

£55.7k

+34% from £41.5k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 11945440. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Nash Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (5) All events (9)

2023

30 April 2023

  • Rebecca Jayne Nash stopped being a part-owner

Companies House

2019

17 June 2019

  • Became an appointed representative

FCA register

13 April 2019

  • Incorporated at Companies House
  • Daniel Steven Nash took control (75–100% of shares)
  • Rebecca Jayne Nash became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 4
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Firms like Nash Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Northampton

Accuma Financial Planning LtdNorthamptonAppointed representativeAll Saints Financial LLPNorthamptonAppointed representativeBarfield Financial Advisors LtdNorthamptonAppointed representativeBarfield Wealth LtdNorthamptonAppointed representativeBluebell Financial Services LtdNorthamptonAppointed representativeDale Johnson Wealth ManagementNorthamptonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Nash Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 2 background checks on its contact details
  • 6 years of accounts, charted
  • All 9 events in its history

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Frequently asked questions about this firm

Is Nash Wealth Management Ltd FCA authorised?
Nash Wealth Management Ltd (FRN 844292) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Nash Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Nash Wealth Management Ltd (FRN 844292) is an AR of Vision Independent Financial Planning Ltd (FRN 487395). When you use Nash Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Nash Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Nash Wealth Management’s phone number?
The FCA register lists the phone number 07368 652551 for Nash Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Nash Wealth Management a scam or clone?
Nash Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Nash Wealth Management?
Protection works through Vision Independent Financial Planning Ltd, the principal firm responsible for Nash Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Nash Wealth Management?
Companies House lists one person with significant control of Nash Wealth Management: Mr Daniel Steven Nash (75–100% of shares). Before that, it was controlled by Mrs Rebecca Jayne Nash.
Who runs Nash Wealth Management?
Companies House lists 2 directors of Nash Wealth Management: Daniel Steven Nash and Rebecca Jayne Nash.
How long has Nash Wealth Management been in business?
The company was formed on 13 April 2019.
What do Nash Wealth Management’s latest accounts show?
Its latest accounts, to 30 September 2025, show net assets of £99.7k (up £99.6k from £76).

Sources and links

The full report on Nash Wealth Management Ltd

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