Whether your priority is improving your lifestyle or attaining financial security, we’ll help you create wealth that can provide funds for your short, medium and long term needs.
We’ll talk through your expectations and specific investment goals (be it further education or a major purchase such as a holiday home), and how much risk you feel comfortable with.
There are many different investment products available from many providers. La Playa Wealth can structure a portfolio of investments to fit your tax situation, your attitude to risk and your ethical stance.
Then we’ll journey with you, proactively managing your investments, flexing the plan and reacting quickly to changing times.
La Playa: Investing with Intelligence
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