In the autumn of last year, we launched our new website. It was the culmination of a process to refresh our brand, build on our core values, and create a more engaging experience for our clients to help them on their personal journey.
The website relaunch came at a pivotal time for our firm, as we approached our 10-year anniversary, and we began to envision what the future might look like for Delaunay Wealth.
We knew our new website was something special and that it offered us a stronger online platform to serve our clients. So, we were thrilled that it was shortlisted in the Best Adviser Website category at the 2023 Professional Adviser Awards. Despite our pride in the site, little did we expect what came next.
We are immensely proud to announce that Delaunay Wealth won Best Adviser Website at this year’s awards.
The Best Adviser Website Award celebrates great design and user experience
The Best Adviser Website category is open to financial advice firms across the UK and Ireland. The criteria focus on a website’s ability to engage with clients in innovative ways.
The award looks at how successfully a website communicates with its visitors about:
- What the business does
- What it can do for them
- How it goes about achieving those goals.
Our new website goes beyond just being a slick and visually stunning design. It incorporates plenty of useful sections that boost our clients’ user experience and thoroughly answers important simple questions about our process, background, and ethos.
It features useful sections including:
- Introducing our team and their experience
- A client’s financial planning journey
- Our investment philosophy
- Informative blogs
- Our fees
- The types of clients we work with
- Client stories.
Many amazing firms and websites from across the industry were shortlisted this year, so we’re incredibly proud to have emerged as the winner from among 10 shortlisted nominees. Our Best Adviser Website trophy will likely have pride of place at our offices for the foreseeable future.
We received the good news while soaking up the sun on a Spanish beach
The win was a welcome surprise and came while Lloyd — our founder and managing director — was enjoying a sunny escape to the beaches of Spain. Luckily, our friends at the Yardstick Agency were able to accept the award on our behalf and, in part, for their excellent work developing the site for us.
Commenting on this success, Lloyd says: “To say I woke up with the biggest smile on my face this morning is an understatement. I’m so unbelievably chuffed that we picked this award up from Professional Adviser. The Yardstick Agency did an amazing job with the website. We knew when it was launched that it was special but for it to be recognised in this way? It really does verify it.
“A huge, huge thank you to every single member of my team, and especially Lucy Byrom for your tireless support. I couldn’t have done this without you”.
While receiving recognition and winning an accolade comes as a welcome boost, it showcases the high quality of service we deliver for our clients on a regular basis.
We hope this is only a small step along a path towards an even more successful future. Thanks for all your support and continued belief in our firm’s ability to deliver on your own personal journey.
The celebrations are only just beginning. As Lloyd put it: “I think a vino or two might be in order this evening”.
The Professional Adviser Awards have been celebrating excellence in the financial advice sector for 18 years
Now proudly in their 18th year, the Professional Adviser Awards recognise the achievements of some of the leading firms and advisers within the financial sector. The 2023 awards saw more than 250 advisers, firms, and product providers come under consideration across 31 major categories.
A nomination for a Professional Adviser Award is recognition of your place among the industry’s leading businesses.
This year’s glittery, black-tie event was hosted by Paul Sinha from The Chase and took place on 25 April 2023 at the Hilton London Bankside.
Get in touch
If you’d like to find out more about how we might be able to help you with your own financial journey, a good first step could be to visit our interactive website.
Once you’ve had a chance to explore our financial planning process — and have reviewed some of our excellent client testimonials — if you still think we’re the right fit for you, please do get in touch so we can arrange an initial consultation.
Email us at email@example.com or call 0345 505 3500.