Wealthmax Financial Advisers Limited Reviews 24

TrustScore 4.5 out of 5

4.5

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Rated 5 out of 5 stars

I had a great experience dealing with Morteza my mortgage advisor.He is very helpful and explained each and everything .I am grateful for his quick response and service.I fully endorse this company an... See more

Company replied

Rated 5 out of 5 stars

Fantastic service. My mortgage broker Ashir found me the most suitable mortgage deal and supported me all along the whole process, from the beginning till the end. He went an extra mile providing supp... See more

Company replied

Rated 5 out of 5 stars

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 op... See more

Company replied

Rated 5 out of 5 stars

Excellent work and followup by Soma in both the fields of Healthcare and Mortgage Services. Able to understand the needs and provided good offers and services in a timely manner

Company replied

Company details

  1. Financial advisor
  2. Insurance company
  3. Mortgage broker

Written by the company

Wealthmax Financial Advisers Limited, your partner in professional financial Advice in the UK. Wealthmax is a UK-based financial advisory firm providing expert advice on mortgages, Insurance, pensions and Wills & Estate Planning. Our advisers come with years of experience working in the financial services industry, making the advice reliable and trustworthy. We work with a whole-of-market approach, giving clients access to a Wide range of financial products, tailored to their personal and business needs. Our advisers specialise in helping clients with Life insurance, Income Protection Cover, Critical Illness cover, and Business insurance. We provide clear and practical guidance to first-time buyers, homeowners and self-employed professionals


Contact info

4.5

Excellent

TrustScore 4.5 out of 5

24 reviews

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1-star

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Rated 5 out of 5 stars

Great Mortgage service

I had a great experience dealing with Morteza my mortgage advisor.He is very helpful and explained each and everything .I am grateful for his quick response and service.I fully endorse this company and this mortgage advisor.

7 April 2026
Unprompted review
Wealthmax Financial Advisers Limited logo

Reply from Wealthmax Financial Advisers Limited

Thanks, Sekhar. We’re glad Morteza could explain everything clearly and support you throughout the process. We really appreciate your recommendation and your trust in us.

Rated 5 out of 5 stars

Excellent work and followup by Soma in…

Excellent work and followup by Soma in both the fields of Healthcare and Mortgage Services. Able to understand the needs and provided good offers and services in a timely manner

16 February 2026
Unprompted review
Wealthmax Financial Advisers Limited logo

Reply from Wealthmax Financial Advisers Limited

Thanks, Kalyan. We’re glad Soma could support you across both healthcare and mortgage needs and deliver things smoothly. We appreciate you taking the time to share your experience.

Rated 5 out of 5 stars

Fantastic service

Fantastic service. My mortgage broker Ashir found me the most suitable mortgage deal and supported me all along the whole process, from the beginning till the end. He went an extra mile providing support and advice even beyond office hours. Thumbs up to Ashir. Highly recommended!

17 March 2026
Unprompted review
Wealthmax Financial Advisers Limited logo

Reply from Wealthmax Financial Advisers Limited

Thanks, Hee. We’re pleased Ashir could guide you through the full process and provide support. Your recommendation means a lot to us.

Rated 5 out of 5 stars

I had a great experience working with…

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.

20 March 2026
Unprompted review
Wealthmax Financial Advisers Limited logo

Reply from Wealthmax Financial Advisers Limited

Thanks, Uday. We’re glad Prasanya could keep you well informed and support you through securing the right mortgage. We appreciate your recommendation and your trust in us.

Rated 5 out of 5 stars

Aurelian is a very professional and…

Aurelian is a very professional and reliable agent. He communicates clearly, is patient, and takes the time to explain everything in a simple and understandable way. I truly appreciate his professionalism and the way he handles his work.

30 January 2026
Unprompted review
Wealthmax Financial Advisers Limited logo

Reply from Wealthmax Financial Advisers Limited

Thank you, Oana. We’re pleased Aurelian’s clear communication and approach made a positive difference. It’s great to hear you value the way he supports his clients.

Rated 5 out of 5 stars

I highly recommend this company and staff

Raja Kanakamedala and Paul McDowell gave best support that I needed in my difficult time. They helped me a lot in getting the life insurance claim when insurance company rejected the claim and also rejected the appeal. But, they did not leave my side and supported me in my fight with the insurance company and made sure that I got life insurance claim. Thank you both for supporting me during tough times.

20 May 2025
Unprompted review
Rated 5 out of 5 stars

A great advisor

A great advisor! Varathan had explained every question that was asked with patience and dealt with us professionally throughout the process.

I would not highly recommend anyone enough to do protection.

14 November 2024
Unprompted review
Rated 5 out of 5 stars

life insurance

varathan manickalingam came to explain to us about the insurance details deeply and it fit our concerns. he went through it slowly and explained to us each part of the process.

11 April 2025
Unprompted review
Rated 1 out of 5 stars

RUN!

RUN!! From this company! I worked for nearly 8months. They will withhold any money owed to you. There systems are really complex and the training is terrible. once you leave they will continue to harass you with emails. That you owe money to their corrupt company. This company gave me PTSD and should be closed down.

22 November 2024
Unprompted review
Rated 5 out of 5 stars

The customer service was outstanding…

The customer service was outstanding and the product was exactly what I was looking for.” “I was so pleased with the service I received from this business through Ashir Asharafudeen. They went above and beyond to help me find the right deal.” “I was very impressed with the quality of the advice I received.

2 August 2024
Unprompted review

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