Malama Wealth Ltd
Financial Services
Of Your Choice.
3 employees
- Employees
- 3
Malama Wealth Ltd Overview
- Headquarters
- Of Your Choice.
- Website
- www.malamawealth.co.uk
- Industry
- Financial Services
- Employees
- 3
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Daniel Cullen Fpfs | Financial Planner |
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| Naomi Lavis Dippfs Certs Cii (Mp and Er) | Paraplanner | Woodbury, England, United Kingdom |
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| Carl Lavis Fpfs | Founder - Chartered Financial Planner | Greater Exeter Area, United Kingdom |
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|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
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