UK (FCA)
Authorised
Authorised since October 2025
Last updated 11 February 2026
Alva Wealth Limited
Investment and advice, Holistic financial planner
Location
Alva Wealth Limited, Regus, 93 George Street, Edinburgh, Edinburgh, City Of, EH2 3ES
Website
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
1 October 2025
First authorised by the FCA
1 October 2025
Permission update: Advising (ex Pension Transfers/Opt Outs)
1 October 2025
Role appointment: Responsible for Insurance Distribution (Mr Callum Bruce Duncan)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
SMF17 Money Laundering Reporting Officer (MLRO)
Miss Lauren Elaine Rae
email@company.com+44 20 0000 0000
FAQ
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