The Individual Savings Account (ISA) is a tax-efficient way of saving money to provide a lump sum, for whatever purpose, for the future.
You can invest in stocks and shares or cash. Talk to us to find out how they might work for you. We’ll steer you through the difficult waters of ISA rules to achieve the maximum benefit.
La Playa: Investing with Intelligence
Phil B, 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