La Playa provides an extensive range of independent financial advice for businesses. Based in London, Cambridge and Stamford, we can help with employee benefits to help attract and retain high-calibre staff, and business protection measures for peace of mind that you’re in safe hands in times of crisis.
Our business is built on long-term relationships based on mutual trust and understanding. This enables us to contribute to high-level decision making, and bring real benefit at all levels:
STEP 1: An initial meeting to establish your objectives, review your existing arrangements and assess whether we’re the right “fit”
STEP 2. A personalised report detailing your current situation and identified needs
STEP 3. We propose a range of options and cost estimates, with our recommendations
STEP 4. We can manage the selection of providers, service level agreements, installation of menu-based online flexible benefits packages, communications with staff, and administrative set-up, including links to other internal systems such as HR and payroll
STEP 5: We're here for you with ongoing support, advice and mid-term reviews, and to act as a sounding board
We think you’ll enjoy working with us!
Advice you can trust from an expert who understands you:
Elizabeth, La Playa Wealth Client
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.