Wealthwise Financial Solutions Ltd

Date authorised
1 March 2021
Companies House
12866490
Last scraped
6 days ago
Watch for changes

Addresses

The contact details this firm has registered with the FCA.

  • Principal Place of Business

    The Brentano Suite
    Unit 720
    Catalyst House
    Centennial Park
    Borehamwood
    Hertfordshire
    WD6 3SY
    UNITED KINGDOM
    Phone
    +447950253923
    Web
    https://www.wealthwisefs.co.uk

  • Complaints Contact

    The Brentano Suite
    Unit 720
    Catalyst House
    Centennial Park
    Borehamwood
    Hertfordshire
    WD6 3SY
    UNITED KINGDOM
    Phone
    +442038831700

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, Retail (Non-Investment Insurance), Non-investment insurance contracts

  • Mortgage Advice

    For Customer, Regulated mortgage contract

  • Authorised to Operate

    Show 1 limitation
    • · The firm can only agree to carry on the regulated activities specified in this Notice.

  • Arranges Investments

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

  • Mortgage Arranging

    For Customer, Regulated mortgage contract

  • Buy-to-Let Start Date

  • Buy-to-Let Status

  • Credit Brokering

  • 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, Retail (Non-Investment Insurance), Non-investment insurance contracts

Approved individuals

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

  • Alexander Mammon

    IRN AXM00353

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 8 May 2025)
    • SMF3 Executive Director (since 31 Oct 2024)
    • Appointed representative dealing with clients for which they require qualification (22 Apr 2021 to 8 May 2025)
    • CF1 Director (AR) (22 Apr 2021 to 8 May 2025)
  • Daniel Albert Aharon

    IRN DXA00160

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • SMF16 Compliance Oversight (since 24 Nov 2025)
    • [FCA CF] Functions requiring qualifications (since 8 May 2025)
    • Responsible for Insurance Distribution (since 9 Jan 2025)
    • SMF3 Executive Director (since 7 Nov 2024)
    • Responsibility for MCD Intermediation (since 7 Nov 2024)
    • Appointed representative dealing with clients for which they require qualification (22 Apr 2021 to 8 May 2025)
    • CF1 Director (AR) (22 Apr 2021 to 8 May 2025)
  • Daniel Robert Coburn

    IRN DRC01173

    • Responsible for Insurance Distribution (1 Mar 2021 to 29 Apr 2021)
    • SMF3 Executive Director (1 Mar 2021 to 29 Apr 2021)
    • SMF17 Money Laundering Reporting Officer (MLRO) (1 Mar 2021 to 29 Apr 2021)
    • [FCA CF] Functions requiring qualifications (16 Dec 2020 to 29 Apr 2021)
    • [FCA CF] Client dealing (16 Dec 2020 to 29 Apr 2021)
  • David Satter

    IRN DXS00031

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 11 Nov 2020)
    • [FCA CF] Client dealing (11 Nov 2020 to 31 Mar 2023)
  • Jayan Nandha

    IRN JXN00281

    • Director of firm who is not a certification employee or a SMF manager (10 Oct 2024 to 2 Jan 2026)
  • Keith Trevor Galgut

    IRN KTG00002

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • 21. Advising or arranging (bringing about) equity release transactions
    • [FCA CF] Functions requiring qualifications (since 19 Jan 2021)
    • [FCA CF] Client dealing (19 Jan 2021 to 7 May 2025)
  • Marc Sidney Burman

    IRN MXB03215

    • [FCA CF] Functions requiring qualifications (10 Feb 2021 to 1 Jun 2023)
    • [FCA CF] Client dealing (10 Feb 2021 to 1 Jun 2023)
  • Munmeet Singh Mangat

    IRN MXM00449

    • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
    • [FCA CF] Functions requiring qualifications (since 13 May 2025)
  • Neil Michael Jacobs

    IRN NMJ01024

    • SMF17 Money Laundering Reporting Officer (MLRO) (3 Jan 2023 to 4 May 2023)
    • Responsible for Insurance Distribution (29 Jun 2021 to 4 May 2023)
    • SMF16 Compliance Oversight (1 Mar 2021 to 4 May 2023)
    • SMF3 Executive Director (1 Mar 2021 to 4 May 2023)
    • Responsibility for MCD Intermediation (1 Mar 2021 to 4 May 2023)
    • [FCA CF] Client dealing (20 Oct 2020 to 4 May 2023)
    • [FCA CF] Functions requiring qualifications (20 Oct 2020 to 4 May 2023)

Appointed representatives

Smaller firms operating under this firm's FCA authorisation.

Recent activity

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

No changes recorded yet.