Financial Planning and Wealth Management

Financial Planning and Wealth Management

Financial Planning is the process of developing strategies to:

  • Manage your financial affairs
  • Build wealth with wealth management
  • Enjoy life to the full
  • Achieve financial security
  • Adapt your finances around major life changes

When looking into Financial Planning we'll take the time to understand what's most important to you in life - your hopes, concerns and aspirations. Then, structuring in timescales and costs, we can help you work out how to get where you want to be.

Starting with a detailed assessment of your financial planning needs, we'll review your current arrangements, identify potential shortfalls and devise realistic solutions. No matter where you're starting from, we'll help you build a life-long financial plan which puts you at the helm.

Estate Planning Protection

If your assets are worth more than the current “nil rate band”, a large chunk of your estate could end up with the Chancellor through inheritance tax.

We have many solutions for inheritance tax issues, ranging from the use of offshore bonds and trusts to simple life assurance products.

Basic estate planning can be as simple as making a will (or updating an existing one).

Planning to reduce and/or mitigate your estate’s liability to inheritance tax is another important aspect. There are many ways to achieve this, but it's important to get proper financial planning & legal advice to ensure that the as much of your estate as possible ends up with your intended beneficiaries.

Private Wealth Management

Our discretionary investment service provides proactive management of your funds without the need for you to be involved in day-to-day decision-making. Our unique approach uses a “basket” of securities to:

...reduce risk by diversification
...avoid stamp duty
...benefit from trading throughout the day rather than just once.

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“Efficient, knowledgeable, professional service! What more could one ask for?”

Richard M

 

Ready to work with us?

You can call us to talk more about your insurance on +44 (0)1223 200650 or +44 (0)20 3865 0149

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About La Playa Private Client

Specialist & Independent

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

  • Specialist, global policies for affluent lifestyles
  • Independent, specialist advice
  • Boutique–style, luxury service
  • “Can do” culture
  • Worldwide capability: offices in London & New York
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Henry Metcalf Chartered FCSI PCIAM

INVESTMENT MANAGER

Direct Dial: +44 (0) 1223 200650

Mobile: +44 (0) 7900 823 838

Email: henry.metcalf@laplayawealth.com

Twitter: @HenryMetcalfLaPlaya