La PlayaWealth provides a full financial planning service, tax, pension and investment advice - all under one roof. Our team of advisers are true experts in their field and are committed to excellence in service.
At La Playa we want to help you fulfil your aspirations in life. An individually tailored financial plan not only gives protection in stormy weather - it opens your mind to life's possibilities.
Four our private pension services - We'll review your current arrangements, identify potential shortfalls and devise realistic solutions. No matter where you're starting from, we'll help you create a life-long financial pension plan.
We can help with private and state pensions, wealth management, Individual Savings Accounts, health insurance, life assurance, income protection, medical Insurance - please select the area you're interested in:
Phil B, Private Client
La Playa's Personal Risk Concierge service means advice you can trust - from an expert who understands you:
Independent and specialist
As an independent broker, we can advise on the best policies available - and on risk management measures including valuations, security, fire prevention and property marking - preserving the value of your property and giving you complete peace of mind. We have access to excellent terms with market-leading high net worth insurers.
In-house Wealth Management
We see insurance as integral to your financial planning - and our in-house financial advice team provides Wealth Management, Pensions and Financial Planning; a joined up approach with a team of advisers working for your best financial interests - all under one roof.
What does “Boutique Service” actually mean?
La Playa’s Personal Risk Concierge means:
*subject to availability with our insurer panel