At Alva Wealth, we know from experience that many clients value a bespoke, relationship-driven service that boutique firms do best. We established Alva Wealth to preserve this approach in an industry that is becoming increasingly consolidated and focused on scale.

As the owners of the firm, we offer our clients and their families the reassurance of continuity and the opportunity to build lasting relationships with advisers who truly understand their needs and priorities. Being independent and directly authorised, we have complete control over our processes and research, giving clients confidence in the transparency and integrity of our advice. We are committed to providing a highly personalised service and being here for the long term.

Our approach is built on ongoing dialogue, enabling us to provide proactive and comprehensive support that extends well beyond the traditional annual review. We focus on quality rather than scale, ensuring our advice remains aligned with your unique goals and circumstances as your needs evolve and legislation, taxation and regulation continue to change.

Both Lauren and Callum hold the CII Diploma in Regulated Financial Planning (DipPFS) and the STEP Certificate for Financial Services (Trusts & Estate Planning), combining broad financial planning expertise with specialist knowledge in estate planning, trusts and intergenerational wealth planning.