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Carl Lavis Email & Phone Number
Director and Independent Financial Adviser
at
Malama Wealth Ltd
1 work email found
@malamawealth.co.uk
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Independent Financial Adviser
Location
Greater Exeter Area, United Kingdom, United Kingdom
Company size
Who is Carl Lavis? Overview
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Quick answer
Carl Lavis is listed as Director and Independent Financial Adviser at Malama Wealth Ltd, a company with 3 employees, based in Greater Exeter Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at malamawealth.co.uk and a matched LinkedIn profile for Carl Lavis.
Carl Lavis previously worked as Independent Financial Advisor at 2Plan Wealth Management Ltd and Financial Adviser at Bespoke Financial Guidance Ltd. Carl Lavis studied at Westexe Technology College.
Company email context
Email format at Malama Wealth Ltd
This section adds company-level context without repeating Carl Lavis's masked contact details.
{first}@malamawealth.co.uk
89% confidence
AeroLeads found 1 current-domain work email signal for Carl Lavis. Compare company email patterns before reaching out.
Profile bio
About Carl Lavis
Malama Wealth is a trading name of 2plan wealth management Ltd. 2plan wealth management Ltd is authorised and regulated by the Financial Conduct Authority.Twitter: @Carl_Lavis
Listed skills include Retirement Planning, Wealth Management, Finance, Retirement, and 19 others.
Current workplace
Carl Lavis's current company
Company context helps verify the profile and gives searchers a useful next step.
Malama Wealth Ltd
6 roles
Carl Lavis work experience
A career timeline built from the work history available for this profile.
Independent Financial Advisor
Current
May 2024 - Present
Financial Adviser
Apr 2010 - Apr 2024
Director
Sep 2016 - Jan 2018
Mortgage & Protection Adviser
Bespoke Financial Guidance Ltd
Jul 2009 - Apr 2010
.
Bespoke Financial Advice
Jul 2004 - Jul 2009
1 education record
Carl Lavis education
-
Westexe Technology College
FAQ
Frequently asked questions about Carl Lavis
Quick answers generated from the profile data available on this page.
What company does Carl Lavis work for?
Carl Lavis works for Malama Wealth Ltd.
What is Carl Lavis's role at Malama Wealth Ltd?
Carl Lavis is listed as Director and Independent Financial Adviser at Malama Wealth Ltd.
What is Carl Lavis's email address?
AeroLeads has found 1 work email signal at @malamawealth.co.uk for Carl Lavis at Malama Wealth Ltd.
Where is Carl Lavis based?
Carl Lavis is based in Greater Exeter Area, United Kingdom, United Kingdom while working with Malama Wealth Ltd.
What companies has Carl Lavis worked for?
Carl Lavis has worked for Malama Wealth Ltd, 2Plan Wealth Management Ltd, Bespoke Financial Guidance Ltd, and Bespoke Financial Advice.
How can I contact Carl Lavis?
You can use AeroLeads to view verified contact signals for Carl Lavis at Malama Wealth Ltd, including work email, phone, and LinkedIn data when available.
What schools did Carl Lavis attend?
Carl Lavis studied at Westexe Technology College.
What skills is Carl Lavis known for?
Carl Lavis is listed with skills including Retirement Planning, Wealth Management, Finance, Retirement, Strategic Financial Planning, Investment Strategies, Investments, and Investment Advisory.
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