Wealth Max Limited
Investment and advice, Holistic financial planner
Wealth Max Limited, Lawton Place, Benover Road Yalding, Maidstone, ME18 6AU
Summary
Wealth Max Limited is a Maidstone-based holistic financial planner. It was first authorised by the FCA in 2026. It has permissions related to credit, investments, and pensions.
Timeline
Role appointment: Director of firm who is not a certification employee or a SMF manager (Mr Jacques Christo Van der Merwe)
First authorised by the FCA
Permission update: Credit Broking
Firm permissions
Director of firm who is not a certification employee or a SMF manager
Mr Jacques Christo Van der Merwe
CPD12 - Personal recommendation/dealing in securities (not SHP/PPP/Broker funds)
Mr Martin Botha
CPD13 - Personal recommendation/dealing with derivatives
Mr Martin Botha
CPD2 - Personal recommendation on Securities (not SHP/PPP/Broker funds)
Mr Martin Botha
The Chartered Institute for Securities and Investment (CISI)
Mr Martin Botha
FAQ
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