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 an experienced 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.