About us
Offering clear, invaluable guidance and proven techniques, for the last 10 years we’ve successfully supported clients from all walks of life. First and foremost, we’re financial planners who offer a fully audited and holistic financial planning service.
Taking it back to the start
Our story begins where all good stories begin: with a passion to succeed and make a difference. Let’s go back to the beginning, 2011 to be exact.
Having spent the previous 15 years as a financial adviser, it felt like the right time for Lloyd to start his own practice. Combining his years of knowledge in the sector with his own life experiences was a formula for success.
Taking it back to the start
Meet Lloyd
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 Lloyd
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.
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
© Delaunay Wealth Management Ltd 2022. All Rights Reserved
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