About Us
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. Our commitment is to provide a highly personalised service and be 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, not scale, ensuring our advice always aligns with your unique goals and circumstances. In an ever-changing world, from legislation to life events, this enables us to deliver genuine, lasting value.
Callum Duncan DipPFS
Director | Financial Adviser
Lauren Rae DipPFS
Director | Financial Adviser