Gerald Edelman Wealth Limited
Investment and advice, Wealth/investment advisor
Gerald Edelman Wealth Limited, 73 Cornhill, London, EC3V 3QQ
Summary
Gerald Edelman Wealth Limited is a London-based wealth/investment advisor. It was first authorised by the FCA in 2026. It has permissions related to investments and pensions.
Timeline
First authorised by the FCA
Permission update: Advising (ex Pension Transfers/Opt Outs)
Role appointment: [FCA CF] Client dealing (Mr David Paul Horowitz)
Firm permissions
SMF17 Money Laundering Reporting Officer (MLRO)
Ms Amal Chandravadan Shah
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr David Paul Horowitz
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr David Paul Horowitz
CPD7 - Personal recommendation on long-term care insurance
Mr David Paul Horowitz
FAQ
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