Wealthmax Financial Advisers Limited
About the company
Wealthmax Financial Advisers Limited was established in 2017 and has been operating for 8 years. The company operates through a network of financial advisers across the UK. It offers protection, mortgages, pensions, and estate planning services, and provides a whole-of-market approach. It works with a panel of providers and lenders.
The company offers face-to-face or online meetings. It has subsidiary companies: Wealthmax Estate Planning and Wealthmax Pensions. Wills & Estate planning services are provided through Wealthmax Estate Planning Limited and are not regulated by the Financial Conduct Authority. Wealthmax Financial Advisers Limited is a trading style of Wealthmax Financial Advisers Limited.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
I had a great experience with Wealthmax Financial Advisers. The team was professional, knowledgeable, and took the time to explain everything clearly. They provided helpful advice tailored to my needs and made the whole process straightforward and stress-free. I really appreciated their excellent customer service and would highly recommend Wealthmax to anyone looking for reliable financial guidance.
Great experience with wealthmax financial advisers Jasmeet is very cooperative, and professional throughout the whole process of mortgage. Jasmeet and His team are very helpful . They guide us from start to finish when we had remortgage from them and now we got buy to let property and Jasmeet just did amazing. He is not only mortgage advisor he helped us through whole process until completion . Everything went very smoothly. Once you start your mortgage with them you don’t need to worry about anything. They manage everything. Very professional and knowledgeable. Highly recommend their service! Thank you Jasmeet Paji 🙏
We had an excellent experience working with Marcel, our mortgage broker throughout the entire process. From the very beginning, he were professional, knowledgeable, and incredibly responsive, always taking the time to explain everything clearly and answer any questions we had. Buying a home can be stressful, but he made the whole experience feel smooth and manageable. He worked hard to find us the best options available and kept us updated every step of the way. We really appreciated his honesty, patience, and attention to detail. We wouldn’t hesitate to recommend him to anyone looking for a reliable and trustworthy mortgage broker. Thank you again for all your help and support!
I had an excellent experience working with Arti as my mortgage broker. As a first time buyer, the whole process felt quite overwhelming at first, but Arti made everything so much clearer and easier to navigate. She took the time to explain each step in a way that was simple and reassuring, which really helped build my confidence throughout the journey. What stood out most was her dedication and responsiveness, she was always available to answer questions, no matter how small, and made sure I felt supported from start to finish. Thanks to her expertise and guidance, I was able to secure a mortgage that suited my needs perfectly. I would highly recommend Arti to anyone looking for someone knowledgeable, patient, and truly committed to helping them succeed.
I had a great experience working with my mortgage adviser, Prasagnya Orsu, while buying my first home. She kept me informed with all the latest changes in mortgage rates and ensured I understood my options clearly throughout the process. Thanks to her knowledge and support, I was able to secure one of the best interest rates available. Her guidance made the entire journey smooth and stress-free. I highly recommend her to anyone looking for reliable and up-to-date mortgage advice.
Great experience with wealthmax financial advisers Jasmeet and Gurpreet were extremely helpful, cooperative, and professional throughout the whole process of mortgage.we are first time buyer. Everything was smooth and well-managed, and they kept us informed at every step. Highly recommend their service!
We had a wonderful experience and very smooth journey. We want to thank Marcel for making our dream come true he is a a wonderful person and a very good mortgage adviser. He was extremely professional and always answered to every single email and telephone calls . Thank you Marcel again it was a pleasure to meet you .
Financial advisers in London compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in London are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Cameron James - Pension Transfer Expert | ★ 5,0 | 274 | Yes |
| 2 | Trinity Finance London | ★ 5,0 | 171 | No |
| 3 | First Wealth | ★ 5,0 | 146 | No |
| 4 | William Street Wealth | ★ 5,0 | 127 | No |
| 5 | Off Piste Wealth | Independent Financial Adviser London | ★ 5,0 | 39 | No |
| 10 | Wealthmax Financial Advisers Limited (this page) | ★ 4,9 | 117 | No |
