Self-Invested Pensions

Self-Invested Pensions

Self-Invested Pension Plans (SIPPs) work well for people who prefer to have more control of the underlying investments of their pension assets. Unlike the PP/SHP, a SIPP can invest directly into shares, commercial property - even art & antiques.

A SIPP is the tax wrapper that fits around the investments, but gives the freedom for the individual to diversify their assets between a multitude of different investment vehicles. 

Talk to us about how a SIPP might work for you.

 

La Playa: Investing with Intelligence:  

  • Independent professional advice
  • “Can do” culture
  • First class personal service
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“With capability to simplify financial planning and yet have access to private banking, lending and provide great investment advice, I'm really pleased I picked La Playa Wealth to manage my affairs.”

 

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