Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
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Wealthmax Financial Advisers Limited
FRN 766509
- 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)
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- Appointed representative dealing with clients for which they require qualification (27 Aug 2021 to 16 Sep 2022)
Recent activity
Updates to this individual's record on the FCA register.
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