Customer Care

Customer Care

We aim to make your experience with us more like that of a boutique hotel or "Club Class" than the call-centre mentality of the vast corporations dominating much of the financial services sector. 

We work above and beyond the Financial Conduct Authority’s guidelines on “Treating Customers Fairly”, with high levels of transparency and advice that is truly independent and given in plain English.

  • We aim to treat people as we would like to be treated ourselves, that is with respect, courtesy, and empathy.
  • We aim to provide a fast and efficient service, answering calls within three rings, and responding swiftly to emails.
  • We aim to provide a congenial environment that is clean, accessible and safe.
  • We welcome and encourage feedback from our clients, positive or negative. It is raw material for our growth and development as a business.
  • We are committed to solving our clients' problems quickly and reporting back.
  • We aim for high standards of communication, ensuring that our customers have a clear understanding of our insurance products and can be confident that they are designed to meet their needs.
  • Our policy is to put customers’ interests first and treat them fairly. This is at the heart of everything we do and want to achieve.
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“I've been a client of Henry Metcalf's for quite a number of years now, and will be for many more to come. Primarily because I fully trust Henry with my all my financial needs, but just as importantly because he's always been friendly, reliable, and efficient. I can genuinely highly recommend Henry if you're looking for a Financial Adviser.”

Dan P

 

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