Gerald Edelman Wealth Limited

FRN: 971871

This firm operates as an appointed representative of Best Practice IFA Group Limited. Its regulated business runs under their FCA authorisation, and they're legally responsible for what it does.

Approved individuals

Senior staff personally approved by the FCA to hold their roles here.

Carl Lundberg
IRN CXL01735
- (1)Employed By (since 18 Dec 2024)
Colin Robert Burns
IRN CRB00003
- (3)Employed By (23 Mar 2022 to 23 Mar 2026)
David Paul Horowitz
IRN DPH01123
- (2)Employed By (since 23 Mar 2022)
Deval Shashikant Patel
IRN DXP00642
- (1)Employed By (10 Dec 2024 to 5 Mar 2026)
Richard Howard Kleiner
IRN RHK00001
- (2)Employed By (23 Mar 2022 to 2 Mar 2026)

Recent activity

Updates to this firm's record on the FCA register.

No changes recorded yet.

What it all means

A quick guide to the terms on this page.

The FCA: The Financial Conduct Authority is the UK's regulator for banking, lending, insurance, investments and payments. Any firm offering these services has to be authorised by the FCA.
Permissions: The specific regulated activities a firm is allowed to carry out, like advising on insurance, lending money or arranging investments. Anything outside this list isn't covered.
Approved individuals: Senior staff (directors, compliance officers and similar) have to be approved by the FCA personally before they can take up the role. They're held accountable for the firm's conduct.
Appointed representatives: Smaller firms can do regulated business under another firm's authorisation rather than getting their own. The bigger firm (the 'principal') is legally on the hook for what they do.

Information on this page is sourced from the official FCA register.