Financial coaching and life planning
About usMeet Lloyd
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
of clients would recommend us to friends, family and work colleagues.
were satisfied that we understood their needs and financial objectives
say that we have helped or will help to achieve their financial objectives
Why clients choose us
"He gives us the confidence that we'll thrive in retirement."
Darren Staniforth
Business Owners & Self Employed
Client since 2004
"Cashflow forecasting has given me control and a sense of security."
Jennifer Morrison
Actively Retired
Client since 2011
"Lloyd never makes us feel like we're asking silly questions."
Shaun and Jane
Senior Executives & Professionals
Client since 2021
"He puts everything into easy to understand language."
Mike Park
Senior Executives & Professionals
Client since 2014
"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
We’re a 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 2023! 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.
Blogs
Head Office
85 Tottenham Court Road, London, W1T 4TQClient Support Team
Office 6, The Messenger Centre, Crown Lane, Tinwell, Stamford, PE9 3UFDelaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at Atlas Chambers, 33 West Street, Brighton, East Sussex, BN1 2RE. Company Registration Number: 08107472. The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk
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