Wealth and Mortgage Advice Ltd
Investment and advice, Holistic financial planner
Wealth and Mortgage Advice Ltd, 26 Arthursdale Grange, Scholes, Leeds, LS15 4AW
Summary
Wealth and Mortgage Advice Ltd is a Leeds-based holistic financial planner. It was first authorised by the FCA in 2026. It has permissions related to credit, investments, mortgages & home finance, and pensions.
Timeline
First authorised by the FCA
Permission update: Acting as a CBTL Advisor
Permission update: Acting as a CBTL Arranger
Firm permissions
CPD20 - Advising or arranging regulated mortgage contracts
Mr Robert Seymour
CPD21 - Advising or arranging equity release transactions
Mr Robert Seymour
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Robert Seymour
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Robert Seymour
CPD7 - Personal recommendation on long-term care insurance
Mr Robert Seymour
The London Institute of Banking and Finance (LIBF) - formerly known as IFS
Mr Robert Seymour
FAQ
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