Gerald Edelman Wealth Limited
Reference number: 1050134
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
This company holds another FCA record
A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.
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.
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Phone number
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Address
Gerald Edelman Wealth Limited, 73 Cornhill, London, EC3V 3QQ, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When geraldedelman.com first appeared online, and whether it can receive email
- What kind of line 020 7299 1400 is
- Whether EC3V 3QQ is a shared office: 21 other firms give it
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA 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 applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Complaints Ombudsman, freeYou 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 number
- 13810747 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 21 December 2021 (4 years old)
- Registered office
- 73 Cornhill, London, EC3V 3QQ, United Kingdom
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Financial management (SIC 70221)
- Other professional, scientific and technical activities not elsewhere classified (SIC 74909)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| David Horowitz | Director | May 1986 | 1 Feb 2022 | None |
| Carl Duncan Lundberg | Director | Mar 1987 | 27 Feb 2024 | 17 other companies |
| Amal Shah | Director | Jul 1986 | 9 Oct 2025 | 5 other companies |
Other companies run by these 3 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 19
- closed down
- 3
- is FCA-registered
- 1
In the full report: all 19 companies, named
- What each company does, and whether it is still trading
- Which of these 3 directors sit on each board, and since when
- Any that went into liquidation or administration
- The one on the FCA register
- The 3 companies these 3 directors run together
- All 6 people who have ever been directors, with their dates
Filed accounts and finances
Total equity
−£179k
Up £77.8k from −£257k
Cash at bank
£63.7k
+351% from £14.1k
Owed within a year
£284k
−4.8% from £299k
Total equity is negative: on its last balance sheet the company owed £179k more than it owned.
Total equity
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 13810747. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Gerald Edelman Wealth’s history from the FCA register and Companies House, newest first.
2026
23 June 2026
- Regulated by the FCA from this date
- Became authorised by the FCA
FCA register
2021
21 December 2021
- Incorporated at Companies House
- Gerald Edelman LLP took control (75–100% of shares)
Companies House
In the full report: all 15 events
- All 15 events in its history (4 shown here)
- Every director appointment and resignation: 9
Firms connected to Gerald Edelman Wealth
Other FCA-listed firms that share a director, phone number or address with Gerald Edelman Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firm
- 1
- share a director
- 1
In the full report: the connected firm, named
- How it is linked: shared directors (1)
- Who links it to this firm: the named directors, with dates
Firms like Gerald Edelman Wealth
Other firms of the same type (financial adviser), nearest first.
In London
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 Gerald Edelman Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 19 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- All 15 events in its history
- 1 connected firm, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk