Financial Planning

Financial Planning

Financial Planning is the process of developing, implementing and adjusting strategies over time to:

  • Manage your financial affairs
  • Build wealth
  • Enjoy life to the full
  • Achieve financial security
  • Adapt your finances around major life changes
  • Efficiently pass on your accumulated wealth to your loved ones

Through getting to know you and your family, we'll identify what's truly important to you in life - your hopes, concerns and aspirations. Then, structuring in timescales and costs, we'll present you with a 'roadmap' to get you to where you want to be. We'll ensure it's adaptable to the inevitable changes life throws at us, and will revisit the roadmap with you on a regular basis.

Financial Planning - Starting with a detailed assessment of your 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.

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“As a client of La Playa Wealth I can vouch for their total dependability and up-to-date knowledge of the daily financial market. I am a pensioner and need plenty of guidance and advice on these matters - all of which I can obtain at the flick of a telephone or internet switch!”

 

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

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What's Covered?

Cash flow analysis
Cash Management
Financial Planning
Investment Management
Trustee Obligations Advice
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.

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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

team@laplayawealth.com