Private Client

Private Client

Welcome to La Playa Wealth. Whether your priority is realising a dream or financial independence in retirement, we will create a wealth plan to help you achieve your short, medium and long term goals.

Based in London, Cambridge and Stamford, La Playa offers independent, ‘whole of market’ wealth management. We can help you chart a lifelong course, setting goals and providing financial planning and tax-efficient wealth management to make things happen.

We will take time to understand what’s most important to you - your hopes, concerns and aspirations. Then, structuring in timescales and costs, we can help you work out how to get where you want to be in life, finding the balance between saving for tomorrow and living for today.

If you're looking for a highly skilled wealth manager and a tailored, 'live' plan that delivers real value and adjusts as your life changes - we just might be the partner for you.

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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