Gerald Edelman Wealth Limited
Reference number: 971871
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No longer an appointed representative
This firm is still listed on the FCA register, but the record is closed. Cover on business done while it was authorised generally still applies, and it cannot take on new regulated business. Registration ended 13 March 2022.
This FCA record is no longer authorised, but the company is still on the register with full FCA authorisation under FRN 1050134 →.
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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Last known website
geraldedelman.com
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Last known phone number
020 7299 1200
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Last known address
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 1200 is
- Whether EC3V 3QQ is a shared office: 21 other firms give it
Past FCA permissions and consumer protection
- The record is closedCover you already have generally survives the cancellation: FSCS exists for firms that have failed, and the Financial Ombudsman Service can look at a complaint about a firm that has stopped trading, as long as the business was done while it was authorised. New business with this firm has no cover at all, because it is no longer permitted to carry it out.
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.
2022
13 March 2022
- Stopped being an appointed representative
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 13 events
- All 13 events in its history (3 shown here)
- Every director appointment and resignation: 9
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 13 events in its history
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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
- Report a scam to the FCA fca.org.uk