OUR STORY
ABOUT LDN WEALTH
LDN Wealth was founded in 2015 and had a slow, but steady start. However, a strong regulatory audit in 2019 endorsed LDN Wealth’s approach to Expatriate Advice and LDN Wealth has seen significant growth since 2020. LDN Wealth also went through a change of ownership in February 2020, when ownership transferred to the current CEO, John Brock-Edgar.
Providing Financial advice for UK expats living in the USA, is a niche area in Financial Services and there are only small number of companies offering these services. Providing Financial Advice in the expat arena, has a checkered history in the USA and LDN Wealth was established to provide an ethical service, designed to help clients first and foremost, an
approach we haven’t waivered from.
LDN is registered in the State of Florida, with an office in Orlando. We service our clients, who are based throughout the USA. We have a small, but growing team, who are encouraged to growth by taking ownership and responsibility in their roles.
John Brock-Edgar is the Owner, CEO and primary Investment Advisor Representative. He has over 25 years experience as an Independent Financial Advisor in the UK. He has been licensed as a Fiduciary Advisor in the USA since 2017.
Gaynor Brock-Edgar is our Office Manager, providing CEO and Managers with executive support
Ryan Schmitt has been with LDN Wealth since September 2024 and has grown quickly to move from Paraplanner to Investment Advisor Representative.
Erin Pollack is our internal Compliance manager, who works with our external compliance provider RIA compliance to ensure our compliance needs are met.
Nicola Perry is our Administration Manager, providing the LDN team with full administration support.
LDN Wealth is a growing business and is always willing to discuss advisory or admin positions within the business.