La Playa: Investment with Intelligence
Advice you can trust from an expert who understands you.



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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 Financial Planning specialist Mike Palmer.

Mike Palmer Dip PFS

Mike Palmer Dip PFS

Financial Services Manager

mike.palmer@laplayainsurance.com

Talk to me on
01223 200674
Download my contact details as vcard Download my contact details vcard

Testimonial
Just a small note to thank you for meeting with us to discuss our pension options. You made a potentially stressful situation so much easier, for which we are very grateful.
Lewis & Jill B

 

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