Savings & Investment

Savings & Investment

Whether your priority is improving your lifestyle or attaining financial security, we’ll help you create wealth that can provide funds for your short, medium and long term needs.

We’ll talk through your expectations and specific investment goals (be it further education or a major purchase such as a holiday home), and how much risk you feel comfortable with.

There are many different investment products available from many providers. La Playa Wealth can structure a portfolio of investments to fit your tax situation, your attitude to risk and your ethical stance. 

Then we’ll journey with you, proactively managing your investments, flexing the plan and reacting quickly to changing times.

 

La Playa: Investing with Intelligence

  • Independent professional advice
  • “Can do” culture
  • First class personal service
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“I just want to say what a great service I have had from La Playa Wealth around my pension that I have finally got round to thinking about seriously! You've been incredibly thorough and had the patience of saints. Thanks to you I feel a lot more confident about the years ahead!”

Ann C

 

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