Business

Business

La Playa provides an extensive range of independent financial advice for businesses. Based in London and Cambridge, La Playa has established an enviable reputation for its dynamic and intelligent approach to financial services: 
 

  • Specialist investment and insurance products
  • Independent professional advice
  • “Can do” culture
  • First class service

You’ve enough on your plate at the helm of your business without employee benefits and business protection to navigate - it feels good to know you’re protected and in safe hands come heavy weather or a sea-change. 

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. 

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 at all levels:

STEP 1: MEET THE CREW: an initial meeting to establish your objectives, review your existing arrangements and assess whether we’re the right “fit” 

STEP 2. GETTING SHIPSHAPE: we provide a personalised report detailing your current situation and identified needs

STEP 3. CHARTING THE VOYAGE: we propose a range of options and cost estimates, with our recommendations

STEP 4. SETTING SAIL: we can manage the selection of providers, service level agreements, installation of menu-based online flexible benefits packages, communications with staff, and administrative set-up, including links to other internal systems such as HR and payroll

STEP 5: THE VOYAGE: we're here for you with ongping support, advice and mid-term reviews, and to act as a sounding board

We think you’ll enjoy working with us!

Advice you can trust from an expert who understands you:

  • Specialist investment products
  • Independent professional advice
  • “Can do” culture
  • First class 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
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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