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 Financial Management 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.
- Cash Management
- Discretionary Fund Management
- Investment Bonds
- OEICs & Unit Trusts
- Offshore Investments
La Playa: Investing with Intelligence
- Independent professional advice
- “Can do” culture
- First class personal service
Mike Palmer Dip PFS
Financial Services Manager
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Private Client Financial Management Services
“La Playa offers a professional, personal and individual service.”
Godfrey L, Private Client