Malama Wealth Ltd
Company

Malama Wealth Ltd

Financial Services Of Your Choice. 3 employees
Employees
3

Malama Wealth Ltd Overview

Headquarters
Of Your Choice.
Industry
Financial Services
Employees
3
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Malama Wealth Ltd

At Malama Wealth, our goal is to provide personalised financial advice that embodies the Hawaiian principle of Mālama – to protect and care for what matters most. We are committed to safeguarding your financial future by delivering tailored planning that not only helps you grow your wealth but also ensure it is carefully managed and nurtured over the long term. Through our client-focused approach, we cultivate lasting relationships built on trust, empathy, and an unwavering dedication to your financial well-being. We offer independent financial advice to individuals, families, and business owners across the South West and London, tailored to meet your unique financial goals and circumstances. We would love to hear from you if you feel our friendly face to face service could add value to you and your life. Malama Wealth Ltd is an appointed representative of 2plan Wealth Management Ltd which is authorised and regulated by the Financial Conduct Authority. Malama Wealth Ltd is entered on the FCA register (www.fca.org.uk) under no. 1018812. Registered Office: Winslade House, Manor Drive, Clyst St Mary, Exeter, United Kingdom, EX5 1FY. Registered in England and Wales Number: 15530481.

Malama Wealth Ltd Contact Details

People in AeroLeads
3

Malama Wealth Ltd Org Chart

Sample employees and titles
Name Title Contact
Daniel Cullen Fpfs Financial Planner
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Naomi Lavis Dippfs Certs Cii (Mp and Er) Paraplanner
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Carl Lavis Fpfs Founder - Chartered Financial Planner
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Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

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