Financial Planning is the process of developing, implementing and adjusting strategies over time to:
Through getting to know you and your family, we'll identify what's truly important to you in life - your hopes, concerns and aspirations. Then, structuring in timescales and costs, we'll present you with a 'roadmap' to get you to where you want to be. We'll ensure it's adaptable to the inevitable changes life throws at us, and will revisit the roadmap with you on a regular basis.
Financial Planning - Starting with a detailed assessment of your needs, we'll review your current arrangements, identify potential shortfalls and devise realistic solutions. No matter where you're starting from, we'll help you build a life-long financial plan which puts you at the helm.
“Just a small note to thank you for meeting with us to discuss our pension options. You made a potentially stressful situation so much easier, for which we are very grateful.”
“I just want to say what a great service I have had from La Playa Wealth around my pension that I have finally got round to thinking about seriously! You've been incredibly thorough and had the patience of saints. Thanks to you I feel a lot more confident about the years ahead!”
“As a client of La Playa Wealth I can vouch for their total dependability and up-to-date knowledge of the daily financial market. I am a pensioner and need plenty of guidance and advice on these matters - all of which I can obtain at the flick of a telephone or internet switch!”
With capability to simplify financial planning and yet have access to private banking, lending and provide great investment advice, I'm really pleased I picked La Playa Wealth to manage my affairs.”
“I am so grateful for all the help you've given me over the last year and a half, I know I asked a lot of questions! You've been simply marvelous.”
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
Careful listening to really understand your needs and priorities
As much help as you need with completing forms to provide risk information
A discreet and complimentary appraisal* to assess the risks and ensure you have the right coverage where you need it
An independent market review - so you don’t have to shop around comparing policies, cover limits, risks covered and smallprint exclusions
Careful monitoring of the carriers’ financial strength, claims and customer service
An independent recommendation of the best policy for you - and why
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
An intelligently designed portfolio of protection across multiple asset classes, liabilities and territories
Advice on how best to manage your risks - to keep you safe but also to keep insurance costs down
A dedicated adviser so you can speak to the same person each time.
Expert guidance on valuations, security and risk management, and connecting you with specialist advisers and suppliers
Direct phone and email access to your adviser for questions and advice.
Policy documents emailed to you - no logins and passwords to remember
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