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.

• Muhammad Basit Ashraf

  IRN MXA04260

  • [FCA CF] Functions requiring qualifications (19 Nov 2025 to 25 Nov 2025)
• Narinder Singh GHOTRA

  IRN NXG00340

  • CF1 Director (AR) (since 18 Jun 2025)
• Natasha Tull

  IRN NXT00191

  • [FCA CF] Functions requiring qualifications (8 Feb 2023 to 1 Nov 2023)
• Pamela Verdaasdonk

  IRN PXV00100

  • [FCA CF] Functions requiring qualifications (16 Dec 2024 to 27 Jun 2025)
• Phani Kiran Arumalla

  IRN PXA00291

  • CF1 Director (AR) (since 18 Feb 2025)
• Pramod Kumar Singh

  IRN PXS00359

  • Appointed representative dealing with clients for which they require qualification (8 Jun 2023 to 18 Mar 2024)
• Prasagnya Orsu

  IRN PXO00167

  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 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
  • [FCA CF] Client dealing (since 11 Feb 2026)
  • [FCA CF] Functions requiring qualifications (since 8 Aug 2025)
• Prasanna Shetty

  IRN PNS01068

  • CF1 Director (AR) (27 Feb 2024 to 30 May 2025)
  • Appointed representative dealing with clients for which they require qualification (28 Mar 2023 to 3 Jun 2025)
  • [FCA CF] Functions requiring qualifications (12 Jan 2023 to 28 Mar 2023)
• Raja Kanakamedala

  IRN RXK02056

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Manager of certification employee (since 9 Dec 2019)
  • [FCA CF] Material risk taker (since 9 Dec 2019)
  • [FCA CF] Significant management (since 9 Dec 2019)
  • SMF16 Compliance Oversight (9 Dec 2019 to 16 Mar 2026)
  • Responsibility for MCD Intermediation (25 Jan 2019 to 8 Apr 2019)
  • CF10 Compliance Oversight (21 Jan 2019 to 8 Dec 2019)
  • Responsible for Insurance Distribution (1 Oct 2018 to 18 Mar 2026)
  • CF11 Money Laundering Reporting (29 Mar 2018 to 8 Dec 2019)
  • Responsible for Insurance Mediation (29 Mar 2018 to 30 Sep 2018)
  • CF1 Director (16 Jun 2017 to 8 Dec 2019)
• Rajesh Balbir Kumar Verma

  IRN RBV01005

  • Appointed representative dealing with clients for which they require qualification (10 Jun 2025 to 20 Apr 2026)
  • CF1 Director (AR) (9 Jun 2025 to 22 Apr 2026)

• 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.