Wealthmax Financial Advisers Limited

Date authorised
16 June 2017
Companies House
10501962
Last scraped
1 week ago
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Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Mille, River Suite 3rd Floor
    1000 Great West Road
    Brentford
    Hounslow
    TW8 9DW
    UNITED KINGDOM
    Phone
    +442036758998
    Web
    https://www.wealthmax.co.uk

  • Complaints Contact

    The Mille,
    River Suite 3rd Floor
    1000 Great West Road
    Brentford
    London
    TW8 9DW
    UNITED KINGDOM
    Phone
    +442036758998

What this firm is allowed to do

The regulated activities the FCA has granted this firm permission to carry out.

  • Buy-to-Let Mortgage Advice

  • Buy-to-Let Mortgage Arranging

  • Investment Advice (no pensions)

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

  • Arranges Investments

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • Stockbroking

    For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts, Structured Deposits

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

  • Debt Negotiation

    Show 1 limitation
    • · Limited to debt adjusting excluding the conclusion or administration of debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Debt Advice

    Show 1 limitation
    • · Limited to debt counselling excluding giving advice about debt management plans. In this limitation “debt management plans” is defined as: “a non-statutory agreement between a customer and one or more of the customer's lenders the aim of which is to discharge or liquidate the customer's debts, by making regular payments to a third party which administers the plan and distributes the money to the lenders”.

  • Mortgage Setup

    For Customer, Regulated mortgage contract

  • Investment Setup

    For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

    Show 1 limitation
    • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

  • Rajesh Oliver D'Sa

    IRN RXD00050

    • CF1 Director (AR) (20 Mar 2023 to 30 May 2025)
  • Rakhi Wojkowska

    IRN RXW00030

    • [FCA CF] Functions requiring qualifications (19 Jul 2023 to 23 Aug 2024)
  • Ruchi Tyagi

    IRN RXT01459

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 24 Feb 2025)
    • Appointed representative dealing with clients for which they require qualification (since 24 Feb 2025)
  • Sanjeev Mishra

    IRN SXM04780

    • CF1 Director (AR) (since 2 Sep 2025)
  • Saravanan Velliangattur Senniappan

    IRN SXV00153

    • [FCA CF] Functions requiring qualifications (12 May 2025 to 27 Apr 2026)
    • Appointed representative dealing with clients for which they require qualification (24 Feb 2025 to 12 May 2025)
    • CF1 Director (AR) (24 Feb 2025 to 7 May 2025)
  • Shahzad Qaiser

    IRN SXQ00066

    • [FCA CF] Functions requiring qualifications (2 Sep 2024 to 3 Mar 2025)
  • Shankar Devarashetty

    IRN SXD02368

    • CF1 Director (16 Jun 2017 to 20 Mar 2018)
    • CF30 Customer (16 Jun 2017 to 11 Sep 2018)
    • CF11 Money Laundering Reporting (16 Jun 2017 to 20 Mar 2018)
    • CF10 Compliance Oversight (16 Jun 2017 to 25 May 2018)
    • Responsible for Insurance Mediation (16 Jun 2017 to 20 Mar 2018)
  • Shivani Kalpesh Mehta

    IRN SXM04910

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 9 Feb 2026)
  • Shoaib Idris Mufti

    IRN SXM04615

    • CF1 Director (AR) (since 18 Feb 2025)
  • Shylamma Sam

    IRN SXS05412

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • Appointed representative dealing with clients for which they require qualification (since 14 Oct 2024)
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Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

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Recent activity

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

No changes recorded yet.