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 @
- 2013 -2015 Partner @
- 2012 -2013 Chartered Financial Planner | Tax Advisor | Pensions Specialist @
- 2010 -2012 Investment Analyst @ Independent Investment Analyst
- 1999 -2010 Director @ Rockall
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 in CeRER, CF8 @ Chartered Financial Planner, Chartered Tax Adviser, Affiliate Member of STEP. Steve Cta has 3 emails and 2 mobile phone numbers on RocketReach.
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