“To add value to our clients’ position by working alongside their professional advisers to introduce well researched and robust wealth planning strategies that complement their wider financial objectives.”
Our Guiding Principles
- We always adopt an ethical and honest approach – we are driven to build a sustainable business, underpinned by excellent service, robust due diligence and a joined-up approach. All our financial advice is provided by qualified and experienced practitioners and is regulated by the Financial Conduct Authority.
- We challenge conventional thinking – We draw on our experience and knowledge, enabling us to present the most appropriate investment strategy to you; the one that could best help you reach your financial goals. Here at Delaunay, we don’t think in terms of “products”. Instead, we focus primarily on your needs and objectives and then, we build backwards from there. Our recommendations will be based on a range of relevant products that we consider to be the best for you. Essentially, we’ll review the ones that we consider most likely to meet your investment objectives from a sufficiently broad selection of both products and providers. In this way, your advice will be customised to your circumstances, your goals and those of your family. The products we can advise on include pensions, investment bonds, unit trusts, annuities, ISAs and savings plans, as well as structured investment products.
- We only do what adds value to our clients’ position – we aim to exceed our clients’ expectations, not just satisfy their requirements. We strive to understand your financial goals and objectives by working in consultation with your professional advisers to ensure that we deliver the most effective wealth planning strategies.