Our Process

Our wealth management process focuses on you, your goals and your individual circumstances.

As your relationship with Cala Investments Limited deepens, you will see that our advice process is executed through four distinct stages.

We believe that each of the four stages is critical in successfully delivering the wealth management solutions you require:

  1. Understand. Firstly, we strive to understand you and your needs. As the process begins, we engage in discovery discussions to learn as much as possible about you and your circumstances. We want to know your goals and aspirations – what is most important to you, what drives you, what inspires you, and how we can help you fulfil your legacy.
  2. Analyse. Having gathered this information from our discussions, we systematically and comprehensively analyse each of your key financial areas
  3. Advise. After performing a thorough analysis, we develop a clear and informed wealth management strategy and align appropriate solutions for you using our deep experienceand resources. We will communicate this strategy to you in an understandable manner and request your feedback.
  4. Evolve. As conditions and circumstances change, we report on your progress and continue to revisit your wealth management strategy to make sure that it is still appropriate for you. We adapt as your goals and needs evolve.

Cala Investments Limited. Registered Office: Park House Business Centre, South Street, Elgin, Moray, Scotland, IV30 1JB

Registered in Scotland, number: SC620337

Cala Investments Limited is entered on the Financial Services Register: register.fca.org.uk - under reference 913262.