Wealth and Mortgage Advice Ltd
Reference number: 1023904
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
Wealth and Mortgage Advice Ltd, 26 Arthursdale Grange, Scholes, Leeds, LS15 4AW, United Kingdom
In the full report: 3 background checks
- When wamadvice.com first appeared online, and whether it can receive email
- What kind of line 07736 452040 is
- Who else gives the postcode LS15 4AW
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages · Arrange equity release FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (16 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL Advisor
- Acting as a CBTL arranger
- Acting as a CBTL Arranger
- Advising on a home reversion plan
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) a home reversion plan
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to a home reversion plan
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
Limits on what they may do
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Requirements on Wealth and Mortgage Advice Ltd from inception
1. Wealth and Mortgage Advice Ltd (WMAL) must notify the FCA if WMAL intends to engage or employ the services of any current or former director, shareholder or employee of MSM Independent Financial Services Limited (FRN 207536) (MSM). This includes but is not limited to: (a) as an employee, director, consultant or agent; and/or (b) making referrals/introductions of clients or business to and/or receiving referrals/introductions of clients or business from. WMAL must not engage or employ the services of any Persons captured under this Requirement without first providing notification to the FCA in accordance with this Requirement. 2. WMAL will only onboard or otherwise advise clients currently or formerly advised by MSM other than those set out in the Annex to this document, with the FCA's prior written consent. 3. WMAL must within 14 days from the effective date appoint an independent compliance consultant to (i) carry out a pre-sale file review of the suitability of advice to be given in relation to 100% of WMAL's client files for a minimum period of 12 months from the date of appointment.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 15330389 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 5 December 2023 (2 years old)
- Registered office
- 26 Arthursdale Grange, Scholes, Leeds, LS15 4AW, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Robert Seymour | Director | Oct 1979 | 5 Dec 2023 | 1 other company |
Other companies run by its director
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other company
- 1
- closed down
- 1
In the full report: all 1 company, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
Filed accounts and finances
Net assets
£33.6k
+13% from £29.8k
Cash at bank
£31.8k
+4.8% from £30.3k
Employees (average)
1
Same as 1
Owed within a year
£623
Up £83 from £540
Net assets
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 15330389. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Wealth and Mortgage Advice’s history from the FCA register and Companies House, newest first.
2026
11 June 2026
- Regulated by the FCA from this date
- FCA imposed a requirement (Requirements on Wealth and Mortgage Advice Ltd from inception)
- Became authorised by the FCA
FCA register
2023
5 December 2023
- Incorporated at Companies House
- Robert Seymour took control (75–100% of shares)
Companies House
In the full report: all 8 events
- All 8 events in its history (5 shown here)
- Every director appointment and resignation: 1
Firms like Wealth and Mortgage Advice
Other firms of the same type (financial adviser), nearest first.
In Leeds
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Wealth and Mortgage Advice
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 1 other company its directors have run, named
- 3 background checks on its contact details
- All 8 events in its history
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Frequently asked questions about this firm
Is Wealth and Mortgage Advice Ltd FCA authorised?
What is Wealth and Mortgage Advice’s phone number and website?
Is Wealth and Mortgage Advice a scam or clone?
Is my money safe with Wealth and Mortgage Advice?
Who owns Wealth and Mortgage Advice?
Who runs Wealth and Mortgage Advice?
How long has Wealth and Mortgage Advice been in business?
What do Wealth and Mortgage Advice’s latest accounts show?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk