Alva Wealth Limited
Investment and advice, Holistic financial planner
Alva Wealth Limited, Regus, 93 George Street, Edinburgh, Edinburgh, City Of, EH2 3ES
Summary
Alva Wealth Limited is a Edinburgh-based holistic financial planner. It was first authorised by the FCA in 2025. It has permissions related to investments and pensions.
Timeline
First authorised by the FCA
Permission update: Advising (ex Pension Transfers/Opt Outs)
Permission update: Advising on Pension Transfers/Opt Outs
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Miss Lauren Elaine Rae
CPD4 - Personal recommendation on retail investments (not broker funds)
Miss Lauren Elaine Rae
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Callum Bruce Duncan
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Miss Lauren Elaine Rae
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Callum Bruce Duncan
FAQ
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