Private Client

Private Client

La Playa’s intelligent approach to financial services is founded on an in-depth understanding of our clients, a high calibre team of private client advisors and a commitment to excellence in service.

Are your financial arrangements shipshape – or do you feel you’re just drifting? Wish you could talk it all through with a seasoned skipper who really knows the waters? At La Playa we’ll help you chart a lifelong course, providing financial planning, tax advice and wealth management.

Realising your dreams means managing your resources – planning your time and your finances - to make things happen. With your finances in order and working hard for you, you’re in a good place to fulfil your life ambitions.

A wise pearl fisher judges when to open the shell – open it early for small jewels or leave it on the sea bed for maximum growth? We’ll help you make the right decisions for your specific situation.

What is 'Investing with Intelligence'?

  • Proactive advice: tapping into the intellectual capital of a chartered wealth manager - your financial ‘life coach’
  • Clarity of vision: with cashflow modelling to show how and when you will reach your objectives
  • Real service: a regular, rigorous review of your plan - not just ‘service by mail’; and quarterly market insights and commentary
  • Real commitment: a long-term, personal relationship with face to face meetings - spending time with you to really understand your priorities
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“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

 

Ready to work with us?

You can call us to talk more about your business on +44 (0)1223 200650 or +44 (0)20 3865 0149

What's Covered?

Proactive advice
Clarity of vision
Real service
Confidential

About La Playa Wealth

Specialist & Independent

La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.

Investing with Intelligence

  • Proactive advice: tapping into the intellectual capital of a Chartered Wealth Manager - your financial ‘life coach’
  • Clarity of vision: with cashflow modelling to show how and when you will reach your objectives
  • Real service: a regular, rigorous review of your plan - not just ‘service by mail’; and quarterly market insights and commentary
  • Real commitment: a long-term, personal relationship with face to face meetings - spending time with you to really understand your priorities

Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof. 

Get in touch - our initial consultation is free, and it could be the best move you make this year.

Photo from Wealth