La Playa Private Client: Insurance with Intelligence®

Your Insurance Concierge

La Playa: Insurance with Intelligence®

Cash flow analysis

Knowing how cash moves in and out of your chairty or trust over given time periods is an important part of understanding the health of your organisation.

We'll help with the calculations of cash flow, and produce your Statement of Cash Flows. These reports will help you to build a picture of your organisation's cash needs and potential vulnerabilities. Being short of cash can make an organisation vulnerable, regardless of profitability, so it's important to make sure you have the right balance in yours.

We'll also help you understand your cash flow ratios, empowering you to make informed decisions and maximise your business's potential. Our aim is to arm you with solid reporting coupled with expert advice. We'll talk to you in plain language and help you to make better projections for your organisation.

Cash flow analysis

Talk to us today.

Insure Your Portfolio Today

Cash flow analysis
Cash flow analysis
Cash Management
Cash Management
Financial Planning
Financial Planning
Investment Management
Investment Management
Trustee Obligations Advice
Trustee Obligations Advice

Testimonials

What Our Clients Say

Specialist & Independent

The La Playa Way: Your Personal Risk Concierge

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.

La Playa's Financial Concierge service means advice you can trust - from an expert who understands you:

As a Lloyd's broker, La Playa has solutions for even the most complex risks, and our services also include Business Protection and Employee Benefits. But what does "Boutique Service" actually look like?

Show More

1

Careful listening to really understand your needs and priorities


2

As much help as you need with completing forms to provide risk information


3

A discreet and complimentary appraisal* to assess the risks and ensure you have the right coverage where you need it


4

An independent market review - so you don’t have to shop around comparing policies, cover limits, risks covered and smallprint exclusions


5

Careful monitoring of the carriers’ financial strength, claims and customer service


6

An independent recommendation of the best policy for you - and why


7

Specialist policy wordings from underwriters who have demonstrated excellence and deep understanding of your risk exposures. We have analyzed a wide range of policy wordings and have selected only the best for our panel. Our advisers have a deep working knowledge of these policies
*subject to insurer availability


8

An intelligently designed portfolio of protection across multiple asset classes, liabilities and territories


9

Advice on how best to manage your risks - to keep you safe but also to keep insurance costs down


10

A dedicated adviser so you can speak to the same person each time.


11

Expert guidance on valuations, security and risk management, and connecting you with specialist advisers and suppliers


12

Direct phone and email access to your adviser for questions and advice.


13

Policy documents emailed to you - no logins and passwords to remember


14

An advocate beside you if you make a claim - thinking laterally to mitigate the impact, making useful connections to get you back up and running, and driving through a swift financial settlement


...and more. La Playa’s Risk Concierge promises only the best,
ensuring that every client we work with is given utmost priority.
No call centres, hold music, hidden fees. with La Playa, you are our most important client.

Employee Benefits Concierge

La Playa Logo