Financial coaching and life planning

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Julie Dalford 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Lloyd gives good impartial information.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Caroline Wilson 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Helen Down 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Sarah Dale 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 mike park 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Simon Jarvis 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Matt Hall 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Delaunay came recommended and they have been excellent. Lloyd and the team are communicative, knowledgable and have provided great advice.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Nav Navendrha 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Zoe Courtney 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 jackie windsor 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
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!