Theresa joined La Playa Wealth in 2015, bringing with her twenty years of experience in financial services. For the last 8 years, Theresa has specialised in Para-planning. She holds the Financial Planning Certificate and is currently working toward the Diploma. In her spare time, Theresa enjoys concerts, eating out and travelling to new places.
Since co-founding La Playa in 1999, Mark has kept clients' needs at the heart of everything we do. Mark spearheaded La Playa's transatlantic expansion, while ensuring that we continue to offer our clients the award-winning, personal service they deserve and expect from La Playa.
Cate joined the Financial Planning Department in 2013 after a career break to be a mum. Prior to this, she worked as a Business Development Executive and later Stockbroker for Charles Stanley, working in both their London and Cambridge offices over ten years. Cate loves dancing, running, and “voluntarily” making fancy dress costumes for her children!
Sue brings over 20 years of experience across Europe and Asia. Beginning her career at PwC, she later ran regional finance teams for large tech companies before returning to Europe and moving into insurance. As well as being La Playa’s CFO, Sue also performs the company secretarial function, and manages operations and compliance. Sue adores baking and spending time with her family.
Juliet is a founding mother of La Playa, and takes care of the way we look and feel. Her main job is translating corporate insurance speak into everyday language. She is passionate about business culture, playfulness and Corporate Social Responsibility. Juliet eats a lot of chocolate and breaks a lot of phones.Follow Juliet on Twitter
Julie’s financial services experience spans over twenty five years, including as Branch Manager at the Woolwich Building Society and then in financial planning at N W Brown in Cambridge. As Chief People Officer, Julie oversees staff welfare, hiring & recruitment, and contracts, as well as serving as Executive Assistant to the CEO. Julie’s also an avid bookworm.
Marcus has a background in performing arts. After graduating from Cambridge (studying the Psychology of Music & later Political Islam) he worked as a freelance scriptwriter, producer, and composer. When he’s not marketing, he’s usually working on novels, or eating Christmas desserts out of season.Follow Marcus on Twitter
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
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.