Our Discretionary Fund Management service is ideal for investing larger sums that you want managed on an “active” basis. Your money is managed by investment professionals who can make decisions on your behalf. You can select the level of risk with which you feel comfortable and whether income or growth is a higher priority, and then the investment decisions are made for you.
La Playa: Investing with Intelligence
Charles McDowell, Owner/Founder, Charles McDowell Properties
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