Welcome to La Playa Wealth. Whether your priority is realising a dream or financial independence in retirement, we will create a wealth plan to help you achieve your short, medium and long term goals.
Based in London and Cambridge, La Playa offers independent, ‘whole of market’ wealth management. We can help you chart a lifelong course, setting goals and providing financial planning and tax-efficient wealth management to make things happen.
We will take time to understand what’s most important to you - your hopes, concerns and aspirations. Then, structuring in timescales and costs, we can help you work out how to get where you want to be in life, finding the balance between saving for tomorrow and living for today.
If you're looking for a highly skilled wealth manager and a tailored, 'live' plan that delivers real value and adjusts as your life changes - we just might be the partner for you.
Download: La Playa Wealth Brochure
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 high net worth insurers including Chubb, Hiscox and Hartford.
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* of your property to assess the risks and ensure you have the right cover 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 insurers’ 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 advisors have a deep working knowledge of these policies
An intelligently designed portfolio of protection across multiple asset classes and territories
Advice on how best to manage your risks - to keep you safe but also to keep insurance costs down
A dedicated advisor 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. We aim to pick up calls within 3 rings and to respond to emails within 60 minutes
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
No call centers, hold music, hidden fees. with La Playa, you are our most important client.*subject to availability with our insurer panel