Client portal
As one of our clients, you have access to our Personal Finance Portal, which allows us to conduct streamlined annual reviews and provide you with portfolio reports / valuations. This is where we obtain updates from you about changes to your circumstances and ask you to review and sign documents and send secure messages
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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