Financial planning explained
When you hear of a business with the word “finance” mentioned, you automatically assume that their number one focus is on money. Yes, that’s why we’re here, but it’s not what comes first for us. What we really care about is your financial wellbeing.
What is cashflow planning?
As a financial planner, Lloyd looks at your whole life, not just the money sitting in the bank. He works to understand your hopes and dreams, and those of your family. It’s only once he’s gained a solid understanding of your life that he’ll start talking about money.
Lloyd is responsible for providing clients with whole-of-market financial advice to help them preserve their assets and meet their life goals. Your future security is resting in his hands, and it’s a position of trust he takes very seriously.
What is cashflow planning?
Our advanced software
Cashflow modelling is the process of looking at your current financial situation and planning ahead for the future.
Our software gives you a detailed picture of your assets, investments, debts, income and expenditure and provides a snapshot into the future, therefore helping you make informed decisions along the way.
Financial planning is an ongoing journey
We’re not going to sell you a product and say goodbye, ready to move on to the next client. We follow a simple, yet incredibly effective, process that secures a long-term relationship together.
We’ll be here for you even after implementation so that your goals and aspirations are met, even if external factors seek to change things up.
Find out more
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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