Financial coaching and life planning

About us

Meet Lloyd

Voted as one of VouchedFor’s Top Rated Advisers in 2021, 2022 and 2023, 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 knows, and I don't!"

Murray Rose

Client since 2008

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

Darren Staniforth

Client since 2004

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

Shaun and Jane

Client since 2021

"He puts everything into easy to understand language."

Mike Park

Client since 2014

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

Jennifer Morrison

Client since 2011

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

Barbara Goldsmith

Client since 2015

Delaunay Wealth Management Ltd profile

Years of positive customer feedback are a testament to the passion Lloyd has for putting his clients first. Take a look at his VouchedFor reviews for yourself.