Our Cash Management service is intended to make cash deposit holdings easy for you to control. It provides active management of deposits of £100,000 or more, aiming to achieve interest rates superior to those available on the high street.
Once the funds are paid in, changes can be made by telephone or instructions emailed without the need for more forms or for money to be moved back to your own account between transactions.
La Playa: Investing with Intelligence
Kate M, Private Client
La Playa's Personal Risk Concierge service means advice you can trust - from an expert who understands you:
Independent and specialist
As an independent broker, we can advise on the best policies available - and on risk management measures including valuations, security, fire prevention and property marking - preserving the value of your property and giving you complete peace of mind. We have access to excellent terms with market-leading high net worth insurers.
In-house Wealth Management
We see insurance as integral to your financial planning - and our in-house financial advice team provides Wealth Management, Pensions and Financial Planning; a joined up approach with a team of advisers working for your best financial interests - all under one roof.
What does “Boutique Service” actually mean?
La Playa’s Personal Risk Concierge means:
*subject to availability with our insurer panel