Our Services

Financial Advice for Individuals and Families.

Cala Investments Limited specialises in holistic independent financial advice for high net worth individuals developing long term relationships to help manage family finances successfully through the generations. We believe that this can only be achieved by working with a manageable select number of clients to ensure excellent levels of service. Cala has expertise in the areas below and professional links to other bespoke services.

  • Investment Portfolio Construction and Management
  • Pre & Post Retirement Planning
  • Inheritance Tax & Estate Planning
  • Long Term Care
  • Critical Illness & life Insurance
Inheritance Tax Planning and Estate Planning are not regulated by the Financial Conduct Authority

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.