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
Charles McDowell, Owner/Founder, Charles McDowell Properties
Specialist & Independent
La Playa Private Client creates a safe space for you to live life to the full, enjoying your family, friends, and assets wherever you are in the world - without worry or hassle.
We can make sense of all your insurance needs - property, yachts and superyachts, high-performance and classic cars, private jets, art, wine and jewellery collections – and your liabilities too. We can pull multiple assets together on a single “portfolio” policy – or if you prefer, take care of each item separately.
Amid the impersonal and automated world of large insurance corporations, La Playa provides a refreshingly boutique-style service, with individual advice, and cover based on in-depth understanding of your specific situation. After a detailed and confidential review of your needs and priorities, we’ll structure your insurance arrangements so you know you and your family are protected, come what may.
In-house Wealth Management
We also offer Investments & Pensions and Financial Planning: a joined up approach with a team of advisers working for your best financial interests - all under one roof.
Advice you can trust
…from an expert who understands you