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Meet the team

Meet Lloyd

Voted as one of VouchedFor’s Top Rated Advisers in 2021, 2022, 2023, 2024, and 2025, Lloyd is an independent financial planner who uses his life experience to provide expert, fully audited, holistic advice and coaching. With more than 25 years of experience, Lloyd offers leadership, creativity and the knowledge that your assets are being taken care of by someone with your best interests at heart. But he couldn’t do it without his support team who keep the cogs turning. They may be a small team, but their joined-up approach allows them to exceed expectations and deliver fantastic value every single time.

Meet Lloyd
93%
93%

of clients would recommend us to friends, family and work colleagues.

100%
100%

were satisfied that we understood their needs and financial objectives

100%
100%

say that we have helped or will help to achieve their financial objectives

Supported by

There’s amazing beauty and power in the team that Lloyd has built around him. He’s truly picked the crème de la crème…

Alfie

Admin

Client-focused. Organised. Data analyser. Dog mum. Campervan traveller. Yoga lover.

Alex

Paraplanning

Technical. Client-focused. Solution-focused. Husband. Father. Basketball player.

Lucy

Operations

Business orientated. Process-driven. Attentive. Toddler mum. Borgi mum. Wife.

Kellie

Client Service

Client-facing. Team manager. Coordinator. Countryside lover. Family orientated. Adventurer.

Shaunagh

Technical Support

Technical. Process-driven. Teacher. Traveller. Music lover. Family-orientated.

Contact us

Get in touch with Lloyd and the team to find out how they can provide you with financial peace of mind.

Telephone:0345 50 53 500 Whatsapp:07355 094564
mail@delaunaywealth.com

    Head Office

    85 Tottenham Court Road, London, W1T 4TQ

    Client Support Team

    Office 1, The Messenger Centre, Crown Lane, Tinwell, Stamford, PE9 3UF

    Delaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at The Mill Building, 31-35 Chatsworth Road, Worthing, West Sussex, BN11 1LY. 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

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