Julian has 30 years’ experience in financial services, advising both businesses and individuals with a focus on using technology, combined with expert advice, to optimise results and financial performance. He holds an MBA and is FCA Diploma qualified.
An avid innovator and strategist, Julian was instrumental in helping to move stock broking on-line and established both Xest and Stock Academy as early adopters and market leaders in on-line share dealing. Since then Julian has worked on a variety of projects all focused on bringing technology firmly into the world of finance.
Julian is keen to share knowledge to help inform, educate and empower clients to better manage their finances.
With a degree in Politics and diploma qualified, Ben has 20 years' experience in financial services, of which 15 in advising. He has always had his finger on the pulse, and was instrumental in setting up and managing ifa.net, an innovative browser-based financial adviser, and co-founded M-RP, a similar concept.
“I have a strong belief in the value of financial advice; there is nothing more rewarding than seeing the plans I have helped set in motion for clients deliver the results they needed at the time they needed them.
I believe that financial advice should make the complicated simple, should be clearly communicated and most importantly be regularly reviewed and tested to ensure that the products and solutions are still the most appropriate for your changing circumstances.”
Glenn has almost three decades of experience in financial services. Since leaving the army in 1991, Glenn has advised Personal Private Individuals on all aspects of their wealth management and financial planning, as well as advising business clients. Glenn takes pride in delivering a first class service to his clients, helping them to protect the financial future of their businesses, their staff, and their personal lives.
Theresa joined La Playa Wealth in 2015, bringing with her twenty years of experience in financial services. For the last 8 years, Theresa has specialised in Para-planning. She holds the Financial Planning Certificate and is currently working toward the Diploma. In her spare time, Theresa enjoys concerts, eating out and travelling to new places.
Cate joined the Financial Planning Department in 2013 after a career break to be a mum. Prior to this, she worked as a Business Development Executive and later Stockbroker for Charles Stanley, working in both their London and Cambridge offices over ten years. Cate loves dancing, running, and “voluntarily” making fancy dress costumes for her children!
Julie’s financial services experience spans over twenty five years, including as Branch Manager at the Woolwich Building Society and then in financial planning at N W Brown in Cambridge. As Chief People Officer, Julie oversees staff welfare, hiring & recruitment, and contracts, as well as serving as Executive Assistant to the CEO. Julie’s also an avid bookworm.
Since co-founding La Playa in 1999, Mark has kept clients' needs at the heart of everything we do. Mark spearheaded La Playa's transatlantic expansion, while ensuring that we continue to offer our clients the award-winning, personal service they deserve and expect from La Playa.
Sue brings over 20 years of experience across Europe and Asia. Beginning her career at PwC, she later ran regional finance teams for large tech companies before returning to Europe and moving into insurance. As well as being La Playa’s CFO, Sue also performs the company secretarial function, and manages operations and compliance. Sue adores baking and spending time with her family.
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
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.