About La Playa Wealth

About La Playa Wealth

La Playa Wealth provides an extensive range of independent financial advice for businesses & individuals. Based in London and Cambridge, La Playa has established an enviable reputation for its dynamic and intelligent approach to financial services: 
 

  • Specialist investment and insurance products
  • Independent professional advice
  • “Can do” culture
  • First class service

You’ve enough on your plate at the helm of your business without employee benefits and business protection to navigate - it feels good to know you’re protected and in safe hands come heavy weather or a sea-change. 

We have an in-depth understanding of – and a passion for - the niche sectors we work in. We’ll take the time to get to know your business and understand your aspirations and concerns. 

Our business is built on long-term relationships based on mutual trust and understanding. This enables us to contribute to high-level decision making, and bring real benefit at all levels:

STEP 1: MEET THE CREW: an initial meeting to establish your objectives, review your existing arrangements and assess whether we’re the right “fit” 

STEP 2. GETTING SHIPSHAPE: we provide a personalised report detailing your current situation and identified needs

STEP 3. CHARTING THE VOYAGE: we propose a range of options and cost estimates, with our recommendations

STEP 4. SETTING SAIL: we can manage the selection of providers, service level agreements, installation of menu-based online flexible benefits packages, communications with staff, and administrative set-up, including links to other internal systems such as HR and payroll

STEP 5: THE VOYAGE: we're here for you with ongping support, advice and mid-term reviews, and to act as a sounding board

We think you’ll enjoy working with us!

Investing with Intelligence

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“As a client of La Playa Wealth I can vouch for their total dependability and up-to-date knowledge of the daily financial market. I am a pensioner and need plenty of guidance and advice on these matters - all of which I can obtain at the flick of a telephone or internet switch!”

 

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
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Henry Metcalf Chartered FCSI PCIAM

INVESTMENT MANAGER

Direct Dial: +44 (0) 1223 200650

Mobile: +44 (0) 7900 823 838

Email: henry.metcalf@laplayawealth.com

Twitter: @HenryMetcalfLaPlaya