At Delaunay we provide a boutique wealth management service, offering clients expert financial advice from qualified and experienced practitioners, together with access to a wide range of industry-leading investments.
Every member of our team has a proven track record of guiding and mentoring clients to reach their financial goals. They understand the issues that affect successful business owners, professionals and wealthy individuals, and have extensive knowledge of market-leading investment structures, asset management strategies, and tax efficient structuring.
Together, we encourage a team approach and engage with clients where we can work hand-in-hand with their professional advisers to ensure that their wealth is protected over the longer term
Furthermore, we only work with clients where we can deliver significant and tangible value and with whom we enjoy working.
A Team Approach
As an independent, privately-owned firm, professional advisers can be assured that their existing client relationships are completely secure and that no areas of competition exist.
The success of this collaborative approach can be seen in the large number of referrals we receive from clients and introducers, as well as in the calibre of our consultants and the professional advisers whom we work with on a daily basis.