Financial Management
La Playa provides an extensive range of independent financial advice for businesses & individuals. Our clients love our dynamic and intelligent approach to financial services.
Corporate Services
We have an in-depth understanding of - and a passion for - the niche sectors we work in. We'll take the time to get to know your business and understand your aspirations and concerns.
Business Protection
Protecting your profits and share holding:
- Key person assurance
- Share protection
- Family protection for business owners
- Business liabilities
- Business succession
Employee Benefits
Good people are hard to come by. We'll help you attract and look after them, with:
- Retirement benefits
- Life assurance
- Income protection
- Medical insurance
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 to your business.
Private Client Services
A full financial planning service, offering tax and investment advice - and insurance - all under one roof. Our refreshingly 'joined-up' approach is focussed on an in-depth understanding of our clients and, a high calibre team of advisors.
- Pensions & Retirement Planning
- Wealth Management
- ISAs
Protection - the "What If" Questions
- Health Insurance
- Life Assurance
- Inheritance Tax & Estate Planning
Testimonial
“Dear Mike, 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
Mike Palmer Dip PFS
Financial Services Manager
mike.palmer@
laplayainsurance.com
 | Talk to me on 01223 200674 |
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