Is Wealth and Mortgage Advice Ltd regulated by the FCA?

Yes. Wealth and Mortgage Advice Ltd appears with FCA status Authorised.

What is Wealth and Mortgage Advice Ltd's FRN?

Wealth and Mortgage Advice Ltd's firm reference number is 1023904.

Is Wealth and Mortgage Advice Ltd a UK MiFID firm?

No. Wealth and Mortgage Advice Ltd does not currently appear on the MiFID firms register used for this directory.

Firm profile

UK (FCA)

Authorised

Authorised since June 2026

Last updated 20 June 2026

Wealth and Mortgage Advice Ltd

Investment and advice, Holistic financial planner

Location

Wealth and Mortgage Advice Ltd, 26 Arthursdale Grange, Scholes, Leeds, LS15 4AW

Website

https://www.wamadvice.com

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

12 June 2026

First authorised by the FCA

11 June 2026

Permission update: Acting as a CBTL Advisor

11 June 2026

Permission update: Acting as a CBTL Arranger

Firm permissions

CBTL

Consumer Credit

Designated Investment Business

Regulated Home Finance

Latest financial accounts

Financial data and risk indicators are available in the full platform.

Key people

SMF16 Compliance Oversight

Mr Robert Seymour