Joe has over thirty years experience in Financial Services, having previously worked as an Independent Financial Adviser and more recently as a Senior Investment Relationship Manager in the Private Client Division of one of the UK’s leading Banks. In this role Joe had responsibility for looking after many of Scotland’s wealthiest and most influential individuals across the industrial, political and sporting arenas.
Having become disillusioned by the ever more restrictive nature of the advice he was able to provide his clients, the decision to establish a Wealth Management Firm offering unbiased independent financial advice quickly became an obvious route to take and Cala Investments Limited was founded in 2014.
When you instruct Cala Investments Limited you deal directly with Joe, a Chartered Financial Planner who is a professional in financial planning and wealth management. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. While Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity in a variety of fields, including modern financial planning.
You can view the Code of Ethics and Conduct at www.cii.co.uk in the section on Membership.