Wealthmax Financial Advisers Limited

• 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

• 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

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  • · 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 Hide limitations

  • · 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 Hide limitations

  • · 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

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  • · 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

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  • · 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 Hide limitations

  • · 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.

• Aarti Nagpure

  IRN AXN00470

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 4 Aug 2025)
• Ajmeer Babu Avula

  IRN AXA01122

  • [FCA CF] Functions requiring qualifications (7 Aug 2024 to 24 Apr 2025)
• Akshat Arun Pillai

  IRN AXP01854

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 25 Nov 2025)
• Amrutha Binumon Nair

  IRN AXB04630

  • 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 10 Jun 2025)
• Anmol Kaur Bhatti

  IRN AXB04835

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 4 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 4 Feb 2026)
• Anupreet Singh

  IRN AXS02706

  • CF30 Customer (16 Nov 2017 to 11 Sep 2018)
• Asad Amin

  IRN AXA04211

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • [FCA CF] Functions requiring qualifications (since 16 Jan 2026)
• Ashir Asharafudeen

  IRN AXA00447

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • Director of firm who is not a certification employee or a SMF manager (since 18 Dec 2025)
  • [FCA CF] Functions requiring qualifications (since 20 Sep 2022)
• Atul Duggal

  IRN AXD02577

  • CF30 Customer (7 Mar 2018 to 11 Sep 2018)
• Ayush Raj Singh

  IRN AXS01725

  • [FCA CF] Functions requiring qualifications (31 May 2023 to 9 Mar 2024)

• NEX PROTECT LTD (no longer appointed)

  FRN 933269 · Appointed 1 Sep 2020 · Until 27 Feb 2023

• Wealthmax Life & Health Ltd (no longer appointed)

  FRN 793824 · Appointed 10 Nov 2017 · Until 13 Sep 2018

• WEALTHMAX LIFE & HEALTH LTD (no longer appointed)

  FRN 788982 · Appointed 15 Sep 2017 · Until 11 Sep 2018

No changes recorded yet.