Cala Wealth Management
Finance · United Kingdom · 1-10 Employees
View Company Info for Free
Overview
Headquarters
Letchworth Lodge Dunbar St, Lossiemouth,...Phone Number
+44 1343317630Website
www.calainvestments.co.ukRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
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
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Cala Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check if Cala Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Funding: Get notified immidiatlly once Cala Wealth Management has new funding data
Congratulate Masked Content for being promoted to Masked Content at Cala Wealth Management
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Click to see if Cala Wealth Management had a recent Job posting/layoffs
Check out if Cala Wealth Management is spiking on competitors!
Earning: See what the market has to say on Cala Wealth Management recently announced quarterly report
Website visits: Recent activity has been detected on your website
Product Launch: Get notified when Cala Wealth Management launches new products
Cala Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Find VP level buyers at Cala Wealth Management
Find 3 more new buyers
Compare Similar Companies to Cala Wealth Management
Compare insights from companies similar to Cala Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
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.
What does this means?
Cala Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cala Wealth Management.
Cala Wealth Management Tech Stack
A closer look at the technologies used by Cala Wealth Management
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Cala Wealth Management
Sign Up For FreeTo access detailed company insights
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
