Financial coaching and life planning

About us

Meet Lloyd

Voted as one of VouchedFor’s Top Rated Advisers in 2021, 2022, 2023, and 2024, Lloyd is an independent financial planner who uses his life experience to provide expert, fully audited, holistic advice and coaching. With more than 25 years of experience, Lloyd offers leadership, creativity and the knowledge that your assets are being taken care of by someone with your best interests at heart. But he couldn’t do it without his support team who keep the cogs turning. They may be a small team, but their joined-up approach allows them to exceed expectations and deliver fantastic value every single time.

Meet the team
93%
93%

of clients would recommend us to friends, family and work colleagues.

100%
100%

were satisfied that we understood their needs and financial objectives

100%
100%

say that we have helped or will help to achieve their financial objectives

Why clients choose us

"He puts everything into easy to understand language."

Mike Park

Senior Executives & Professionals

Client since 2014

"Cashflow forecasting has given me control and a sense of security."

Jennifer Morrison

Actively Retired

Client since 2011

"He gives us the confidence that we'll thrive in retirement."

Darren Staniforth

Business Owners & Self Employed

Client since 2004

"He knows, and I don't!"

Murray Rose

Business Owners & Self Employed

Client since 2008

"I feel very comfortable that my financial future is secure."

Barbara Goldsmith

Actively Retired

Client since 2015

"Lloyd never makes us feel like we're asking silly questions."

Shaun and Jane

Senior Executives & Professionals

Client since 2021

Delaunay Wealth Management Ltd profile

We’re a VouchedFor Top Rated Firm

Years of positive customer feedback are a testament to the passion Lloyd has for putting his clients first.

This is why we’re so delighted to have been included as a Top Rated Firm in the VouchedFor Top Rated guide, distributed by The Times in 2024! The guide was created to highlight the best of the best in financial services and to be included is a huge honour.

Take a look at Lloyd’s reviews to see what his clients have to say.

Julie Dalford
Julie Dalford
2023-09-22
Lloyd gives good impartial information.
Caroline Wilson
Caroline Wilson
2023-09-08
As a family we have worked with Delaunay Wealth Management for a number of years and have always been impressed by the professionalism and advice and guidance they have given. Their communications are clear and concise and they have always acted in our interests.
Helen Down
Helen Down
2023-03-29
I'm completely ignorant around financial matters. But Lloyd and his team make everything easily digestible while offering expert advice. What's more, he was an indispensable source of practical support during my recent divorce. He's always there when I need him.
Sarah Dale
Sarah Dale
2023-03-15
Lloyd has been very helpful and understanding in dealing with my pensions and finances - not pushy. Takes a lot of time explaining every detail of any proposal. Very reliable, always has time to listen to my questions.
mike park
mike park
2023-03-14
We completed our annual pension review and came away feeling confident about our options ahead. A great review and more importantly an agreed set of actions to help us improve our future financial security
Simon Jarvis
Simon Jarvis
2023-03-06
I have been working with Lloyd and his team for many years now (>20) and have always found the advice I have receieved to be measured, detailed, evidenced based and very informative. Having just had my annual review (March '23) with Lloyd, personally, I'm pleased to see that my porfolio returns and growth have met or exeeded projected returns, so I am, again, comfortable with the advice I recieve. I'm very satisfied with the service Delaunay have, and continue to provide so would be happy to recommend.
Matt Hall
Matt Hall
2023-03-02
Delaunay came recommended and they have been excellent. Lloyd and the team are communicative, knowledgable and have provided great advice.
Nav Navendrha
Nav Navendrha
2023-02-15
Coming from the Finance sector, I am Impressed with knowledge and expertise that not only delivered what was needed, it was conveyed in a manner that was easily absorbed, which was comforting. Professional and courteous to the end and always ready to assist and advise. This is definitely my one stop shop.
Zoe Courtney
Zoe Courtney
2023-02-10
Delaunay have been advising us for many years and the service has always been excellent. The team are friendly and approachable and any queries are dealt with straight away. Our advisor, Lloyd French, is highly knowledgeable and his advice always puts you and your family's needs first. He spent a lot of time understanding our goals and explains everything in easy to understand terms. Would not move to anyone else!
jackie windsor
jackie windsor
2023-01-18
Fantastic service! i have felt constantly that i am in good and trustworthy hands, which is good as I am not financially that savvy. Lloyd has been patient and concise explaining everything in as much detail as possible.a very knowledgeableand professional experience all round. Thank you. i can stop worrying!