UK (FCA)
Authorised
Authorised since October 2025
Last updated 11 February 2026
Alva Wealth Limited logo

Alva Wealth Limited

Investment and advice, Holistic financial planner

Location

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

1 October 2025

First authorised by the FCA

1 October 2025

Permission update: Making arrangements

1 October 2025

Permission update: Advising on Pension Transfers/Opt Outs

Firm permissions

Designated Investment Business
Latest financial accounts
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Key people

SMF16 Compliance Oversight

Mr Callum Bruce Duncan

email@company.com+44 20 0000 0000

SMF17 Money Laundering Reporting Officer (MLRO)

Miss Lauren Elaine Rae

email@company.com+44 20 0000 0000

SMF3 Executive Director

Mr Callum Bruce Duncan

email@company.com+44 20 0000 0000

SMF3 Executive Director

Miss Lauren Elaine Rae

email@company.com+44 20 0000 0000

Responsible for Insurance Distribution

Mr Callum Bruce Duncan

email@company.com+44 20 0000 0000

FAQ

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