Cala Wealth Management
Finance · United Kingdom · 1-10 Employees
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Overview
Headquarters
Letchworth Lodge Dunbar St, Lossiemouth,...Phone Number
+44 1343317630Website
www.calainvestments.co.ukRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
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1
About Cala Wealth Management
Cala Wealth Management offers unbiased independent financial advice. We are based on the Moray Coast and cover the North East of Scotland and the Highlands & Islands. Cala Wealth Management, established by Joe Macleman, will deal with every aspect of financial planning focusing mainly on Investments, Inheritance Tax, Estate Planning and Retirement Options. Joe is a Fellow of the Personal Financial Society (FPFS). This is the very highest designation awarded by the PFS, a highly sought after qualification obtained by a very small percentage of advisers operating in the UK. He is also a Chartered Financial Planner. While studying for these qualifications Joe achieved a Certificate in Discretionary Investment Management and the Advanced Pension Qualification, which is mandatory for providing advice on Pension Transfers.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Cala Wealth Management
<$5M
1-10
Private
-
2014
N/A
Company Profile Activity
Activity Insights
Cala Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Cala Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cala Wealth Management.
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Cala Wealth Management offers unbiased independent financial advice. We are based on the Moray Coast and cover the North East of Scotland and the Highlands & Islands. Cala Wealth Management, established by Joe Macleman, will deal with every aspect of financial planning focusing mainly on Investments, Inheritance Tax, Estate Planning and Retirement... Read More
