Our core values
Our five core values define what’s important to us. They are the framework of what we do and the daily decisions we have to make. They have shaped our culture from the beginning and act as a guiding light to follow at all times.
Leadership
You won’t find us sitting down and being indecisive. We have the conviction to put our head above the parapet and say what you should be doing next.
Integrity
We always ensure we’re doing the right thing. As a client, you’ll be at the centre. We help people and advise them to do what’s best.
Courage
We’re bold enough to make big decisions for the benefit of you, the client, and we’ll put our hands up when things don’t go to plan.
Education
As well as educating ourselves continually, we provide you with information that is useful to you at every stage in the journey.
Excellence
What we do internally translates into what we provide externally. We provide excellence at every level, so the outcome is nothing short of outstanding.
of 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
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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