Wealth Knowledge Bank

Wealth Knowledge Bank

La Playa Wealth Brochure

La Playa offers independent, 'whole of market' wealth management. We can help you chart a lifelong course, setting goals and providing financial planning and tax-efficient wealth management to make things happen. We will take time to understand what's most important to you - your hopes, concerns and aspirations.
LP_Wealth_brochure_0115.pdf PDF Document

Estate Planning

What are you bequeathing to the Chancellor?
Estate_Planning_Datasheet.pdf PDF Document

Arts Pension Portal

Budget-friendly pensions advice for arts organisations - keeping you compliant with auto-enrolment legislation.
Arts_Pension_Portal_datasheet_0314.pdf PDF Document

Corporate Financial Management Services

La Playa provides an extensive range of independent financial advice for businesses.
LPFM_Corporate_Brochure.pdf PDF Document

La Playa International

USA Insurance Placement
La_Playa_International.pdf PDF Document

Private Client Financial Management Services

La Playa provides an extensive range of independent financial advice for private clients.
LPFM_Private_Client_Brochure.pdf PDF Document

Deliver what your competitors don't. Expert relationships

Helping your clients connect with the right insurance advice is a great way to add value to your existing relationship.
Professionals_Brochure_Expert_Relationships.pdf PDF Document

National Employment Savings Trust - 2012 Employer Guidance

The following employer guidance has been written to outline the salient points regarding the changes in pension legislation being introduced from 1st October 2012. It is our interpretation of the primary legislation now passed through Parliament and its objective is to give employers a basic understanding of the issues involved.
Pensions_Feb11_update.pdf PDF Document

The La Playa Culture

Beach Life. At La Playa we feel our culture is really important to us. It sets us apart from other workplaces.
La_Playa_company_culture.pdf PDF Document

Terms of Business

La Playa Wealth - Terms of Business
LPW_Terms_of_Business.pdf PDF Document

Mission Statement

La Playa's mission statement. Find out what makes us tic.
Mission_Statement_2017.pdf PDF Document

HMRC changes to disclosure of tax assets abroad

From 2016, HMRC is getting new financial information about UK taxpayers from more than 100 jurisdictions including details about overseas accounts, structures, trusts, and investments.
HMRC_changes_to_disclosure_of_tax_assets_abroad.pdf PDF Document

Private Medical Insurance (English/Russian)

A Newcomer's Guide to PMI in English and Russian language
PMI_Newcomers_Guide_0514_REVISED.pdf PDF Document

Pension Portal

Budget-friendly auto-enrolment
Pension_Portal_datasheet_REVISED_GENERIC_061114.pdf PDF Document

One Nucleus Pension Portal

Budget-friendly auto-enrolment
Pension_Portal_One_Nucleus_0315.pdf PDF Document

Pension Portal mediatech

Budget-friendly auto-enrolment
Pension_Portal_datasheet_Media_&_Tech_0315.pdf PDF Document

“Just a small note to thank you for meeting with us to discuss our pension options. You made a potentially stressful situation so much easier, for which we are very grateful.”

Lewis & Jill B

 

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