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La Playa Private Client: Insurance with Intelligence®

Advice you can trust

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La Playa: Insurance with Intelligence®

Investment Management

Whether your priority is improving your returns 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, and how much risk you feel comfortable with.

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 changes in the national and global economy.

Our investment solutions include:

Discretionary Fund Management

Discretionary Fund Management is ideal for those looking for their funds to be 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.

Investment Bonds

We’ll help you create wealth that can provide funds for your short, medium and long term needs.

Investment Bonds:

  • Are lump sum investments in similar areas to those targeted by OEICs & Unit Trusts
  • Can provide certain tax advantages and a facility to withdraw up to 5% of the initial investment as a regular “income”

OEICs and Unit Trusts

Unit trusts & OEICs (Open Ended Investment Companies) provide an alternative to investing directly into shares, as you invest collectively with other individuals into investment "funds".

Funds can invest in UK & International equities, government & fixed interest securities and commercial property. They may also focus on specialist investment sectors such as technology or socially responsible enterprise.

Offshore Investments

Offshore investments work well for people who spend some of their time abroad, or who plan to live outside the UK and don't want their investments to be subject to UK tax rules.

They also enable UK-based investors to “defer” paying tax on some of their investments until a time of their choosing.

Offshore investments are usually based in recognised domains such as the Channel Islands, Dublin and Luxembourg.

ISAs

The Individual Savings Account (ISA) is a tax-efficient way of saving money to provide a lump sum, for whatever purpose, for the future.

You can invest in stocks and shares or cash. Talk to us to find out how they might work for you. We’ll steer you through the difficult waters of ISA rules to achieve the maximum benefit.

Investment Management

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

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“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.”

Lewis & Jill B

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“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!”

Ann C

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“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!”

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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.”

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“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.”

Elizabeth,

La Playa Wealth Client

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?

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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

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