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.

  • Siddharth Sunilkumar Agarwal

    IRN SXA01939

    • CF1 Director (AR) (since 7 Feb 2026)
  • Silvi Sony

    IRN SXS01329

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • CF1 Director (AR) (since 31 May 2023)
    • Appointed representative dealing with clients for which they require qualification (since 17 May 2023)
    • CF30 Customer (31 May 2023 to 7 Apr 2026)
  • Soma Sekhar Varma Kakarlapudi

    IRN SXK00885

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 27 Dec 2024)
  • Srikanth Kankanala

    IRN SXK01095

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 7 Apr 2026)
  • Sumit Puri

    IRN SXP00399

    • [FCA CF] Functions requiring qualifications (16 Aug 2022 to 27 Jun 2025)
  • Sushil Waman Gaikwad

    IRN SWG01041

    • CF1 Director (AR) (since 27 Jan 2026)
  • Tanaya Sharma

    IRN TXS03731

    • Appointed representative dealing with clients for which they require qualification (28 Mar 2023 to 3 Mar 2025)
    • [FCA CF] Functions requiring qualifications (6 Jan 2023 to 28 Mar 2023)
  • Titus Mathew

    IRN TXM14225

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 10 Jan 2025)
  • Umar Hayat

    IRN UXH00013

    • [FCA CF] Functions requiring qualifications (7 Mar 2023 to 17 Oct 2024)
  • Vaishaliben Amitkumar Patel

    IRN VXP00191

    • CF1 Director (AR) (since 18 Feb 2025)
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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.

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