La Playa: Insurance with Intelligence®
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Financial Planning

Financial planning is the process of developing strategies to:

  • Manage your financial affairs
  • Build wealth
  • Enjoy life to the full
  • Achieve financial security
  • Adapt your finances around major life changes

We'll take the time to understand what's most important to you in life - your hopes, concerns and aspirations. Then, structuring in timescales and costs, we can help you work out how to get where you want to be.

Starting with a detailed assessment of your needs, we'll review your current arrangements, identify potential shortfalls and devise realistic solutions. No matter where you're starting from, we'll help you build a life-long financial plan which puts you at the helm.

La Playa: Investing with Intelligence

  • Independent professional advice
  • “Can do” culture
  • First class personal service

To find out more, please fill in the Contact Form below or email our specialist adviser Henry Metcalf.

Henry Metcalf Chartered MCSI PCIAM

Henry Metcalf Chartered MCSI PCIAM

Investment Manager

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With reference to Henry Metcalf, I just wanted to say that he is a credit to La Playa. He is clearly very knowledgeable in his field and communicates very effectively and in terms that I understand. From what I have seen so far, he goes the extra mile and I have no doubt he will do well for all his clients. I am really impressed with him.
Cambridge software entrepreneur


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