Businesses

Businesses

La Playa provides an extensive range of independent financial advice for businesses. Based in London, Cambridge and Stamford, we can help with employee benefits to help attract and retain high-calibre staff, and business protection measures for peace of mind that you’re in safe hands in times of crisis.

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: An initial meeting to establish your objectives, review your existing arrangements and assess whether we’re the right “fit” 

STEP 2. A personalised report detailing your current situation and identified needs

STEP 3. We propose a range of options and cost estimates, with our recommendations

STEP 4. 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: We're here for you with ongoing support, advice and mid-term reviews, and to act as a sounding board

We think you’ll enjoy working with us!

Advice you can trust from an expert who understands you:

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