Steve Cta Email & Phone Number

Managing Director @ Carlson Wealth Management Ltd

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Steve Cta Location

Cardiff, GB

Steve Cta Work

2015 - now Managing Director @ Carlson Wealth Management Ltd
2013 - 2015 Partner @ True Potential LLP
2012 - 2013 Chartered Financial Planner | Tax Advisor | Pensions Specialist @ WEALTHMASTERS FINANCIAL MANAGEMENT LTD

2010 - 2012 Investment Analyst @ Independent Investment Analyst
1999 - 2010 Director @ Rockall

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Steve Cta Education

Chartered Financial Planner, Chartered Tax Adviser, Affiliate Member of STEP
CeMAP, CeRER, CF8
2011 - 2012
Cardiff University / Prifysgol Caerdydd
LLB (Law)
1994 - 1997
Llantarnam Comprehensive
3 A levels, 10 GCSEs
1987 - 1994

Steve Cta Summary

Steve Cta, based in Cardiff, GB, is currently a Managing Director at Carlson Wealth Management Ltd. Steve Cta brings experience from previous roles at True Potential LLP, Wealthmasters Financial Management, Independent Investment Analyst and Rockall. Steve Cta holds a 2011 - 2012 CeMAP, CeRER, CF8 @ Chartered Financial Planner, Chartered Tax Adviser, Affiliate Member of STEP. Steve Cta has 3 emails on RocketReach.

Steve Cta Emails

Found 3 emails

Steve Cta Phone Numbers

Found 1 phone numbers

+44 7702 64XXXX

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Top Carlson Wealth Management Ltd Employees

Steve Cta

Managing Director at Carlson Wealth Management Ltd

Cardiff, GB
3
- hotmail.co.uk
- carlsonwealthmanagement.co.uk
- ecuhealth.org
1
- +44 7702 64XXXX

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