Business Owners & Self Employed
Client Since: 2004
“He gives us the confidence that we’ll thrive in retirement.”
My name is Darren Staniforth and I’m a client with Lloyd French at Delaunay Wealth Management.
“How has Delaunay Wealth helped you over the past few years?”
We’ve been working with Lloyd for probably 20 years, 10 of which have been with Delaunay Wealth Management. In the last two or three years he’s really helped us focus on our retirement, which we think might be in a couple of years’ time. That’s given us confidence to retire and know that we’re going to have a stable financial future, and lots of fun.
“How does Lloyd make you feel about your retirement?”
I think looking at the cashflow charts that Lloyd has shown us has certainly given me, and I think my wife would agree, confidence that in the future we will have enough not just to survive, but to thrive and enjoy our retirement.
“Would you feel so confident about your retirement if you weren’t working with Lloyd?”
I think if I’d have been doing this on my own, or my wife and I together, I would have no confidence whatsoever but working with Lloyd and the team at Delaunay Wealth Management gives me the confidence that we will be safe in the future.
“How would you describe Lloyd?”
Knowledgeable – if I throw something at him that I really don’t understand, he will throw it back in an understandable way and show that he’s on top of it for us. And he’s just personable, you buy from people and work with people you like, and I would say that that’s how Lloyd comes across, easygoing but focused.
“Would you recommend Lloyd to other people?”
I would recommend Lloyd to other people because he understands the market very well. I feel that the advice he gives us is spot on, and he’s just such a nice bloke to work with, basically. So, if you’re working with someone you like you get the best out of them, and I think that works for us certainly.
“What’s the best thing about working with Delaunay Wealth?”
I think the best thing about working with Lloyd is that he gives us confidence in our future. We know he’s looking after us, and although he has plenty of clients, there’s always that personable side that says I am working for you and looking after your financial future.