Wealth Management

Wealth Management

What does financial success look like for you? 

If you're looking for a highly skilled Wealth Manager, a dedicated financial 'life coach' who will journey with you for years, and a tailored, 'live' plan that delivers real value and is adjusted as your life changes - we just might be the partner for you.

Perhaps you're a savvy investor who has already experienced some success? Or maybe you feel at sea with ever-changing investment regulation, and need some 'hand-holding' and a friendly ear? Either way, we can craft a plan just for you.

Working with La Playa Wealth - Six Steps to Success

  1. We'll meet you and get to know you - to understand your priorities and timescales, the key dynamics in your life, and your attitude to risk
  2. We'll spend time evaluating and analysing your current arrangements
  3. Together we'll set financial objectives
  4. We'll gather information from third-party providers about investment vehicles and insurance policies that will help you achieve your objectives
  5. We'll develop your plan with clear milestones
  6. We'll implement your plan, reviewing and adjusting it on a regular basis to reflect changes in your life and priorities

Our bespoke investment service provides proactive management of your funds without the need for you to be involved in day-to-day decision-making. Our unique approach uses a 'basket' of securities to reduce risk by diversification, and to manage your investments tactically in real time to deliver on your aims.

If this sounds like what you're looking for, get in touch and let's get to work!

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“I just want to say what a great service I have had from La Playa Wealth around my pension that I have finally got round to thinking about seriously! You've been incredibly thorough and had the patience of saints. Thanks to you I feel a lot more confident about the years ahead!”

Ann C

 

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