Privacy Policy

Privacy Policy

In order to prepare a report and/or quotation in response to your enquiry, we will need to process the details you have given us on our computer system and share them with insurers we ask to quote.

We will not, of course, share the information with any other parties. You may receive our newsletter from time to time, carrying relevant news on insurance.

If you would prefer to be removed from our database after the report or quotation has been prepared, please mention this to our staff.

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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
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Mark Boon ACII

CEO

Direct Dial:

Email: mark.boon@laplayainsurance.com

Twitter: @MarkBlaplaya