Meet the team
Lloyd established Delaunay Wealth in 2012 to provide financial wellbeing to individuals and help them to reach their life goals. Lloyd is now supported by a hand-picked team who embrace and adapt to change, and question challenges to unlock creativity at every turn.
Meet Lloyd
Meet Lloyd
Voted as one of VouchedFor’s Top Rated Advisers in 2021, 2022, 2023, and 2024, 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 Lloydof clients would recommend us to friends, family and work colleagues.
were satisfied that we understood their needs and financial objectives
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…
Paul
Compliance
Enabler. Collaborator. Trusted. Family-orientated. Friendships. Devoted.
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.
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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