Alva Wealth Limited

Reference number: 1031754

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When alvawealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 0131 604 0058 is
  • Who else gives the postcode EH2 3ES
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FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company status
Active
Company type
Private limited company
Incorporated
23 December 2024 (1 year old)
Registered office
Alva Wealth Limited C/O Jrw Hogg & Thorburn, 5 Castle Terrace, Edinburgh, EH1 2DP, Scotland
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Callum Bruce Duncan Director Sep 1984 23 Dec 2024 None
Lauren Elaine Rae Director Jun 1993 23 Dec 2024 None

In the full report: every company its directors have run

  • Confirmation that these 2 directors run no other company
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Filed accounts and finances

6 months to 30 June 2025Dormant company accountsNot audited

Employees (average)

0

No earlier figure to compare

These accounts were filed as dormant: the company reported no significant trading in the period.

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company SC832561. Figures are exactly as filed; nothing is estimated.

Key dates in its history

Alva Wealth’s history from the FCA register and Companies House, newest first.

2025

1 October 2025

  • Regulated by the FCA from this date
  • Became authorised by the FCA

FCA register

2024

23 December 2024

  • Incorporated at Companies House
  • Callum Bruce Duncan became a part-owner (25–50% of shares)
  • Lauren Elaine Rae became a part-owner (25–50% of shares)

Companies House

In the full report: all 9 events

  • All 9 events in its history (5 shown here)
  • Every director appointment and resignation: 2
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Firms like Alva Wealth

Other firms of the same type (financial adviser), nearest first.

In Edinburgh

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Alva Wealth

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • All 9 events in its history

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Frequently asked questions about this firm

Is Alva Wealth Limited FCA authorised?
Yes, Alva Wealth Limited (FRN 1031754) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since October 2025 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Alva Wealth’s phone number and website?
The FCA register lists the phone number 0131 604 0058 and the website alvawealth.co.uk for Alva Wealth. If you were given different contact details, use these to check with the firm before going any further.
Is Alva Wealth a scam or clone?
Alva Wealth is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Alva Wealth?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Alva Wealth to the Financial Ombudsman Service, free of charge.
Who owns Alva Wealth?
Companies House lists 2 people with significant control of Alva Wealth: Mr Callum Bruce Duncan (25–50% of shares) and Miss Lauren Elaine Rae (25–50% of shares).
Who runs Alva Wealth?
Companies House lists 2 directors of Alva Wealth: Callum Bruce Duncan and Lauren Elaine Rae.
How long has Alva Wealth been in business?
The company was formed on 23 December 2024, and has held its current FCA authorisation since October 2025.
What do Alva Wealth’s latest accounts show?

Sources and links

The full report on Alva Wealth Limited

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