Our fees

We believe in being completely transparent to our clients from day one. That’s why it’s important for us to disclose our fees at the early stages. Even before you enquire about our services, you’ll be able to see below what fees we charge for every stage of your financial roadmap.

Discovery meeting

Held at our expense, our initial discovery meeting is held to understand your needs and goals, and to mutually agree that our services are right for you going forward. This meeting usually lasts for around one hour.

Initial fees

Our initial advice fee is split into the cost for the strategic report and then implementation of the advice we’ve provided and is capped at £5,000.

Your strategic report will form the basis of your roadmap going forward and will allow us to decide what the next steps are. It will provide you with clarity and reassurance about where your financial future is heading and put you in a position to take the next steps.

We charge £2,000 for a strategic report and £3,000 for the implementation of the advice. If you decide not to proceed with implementation, we will charge you directly for the Strategic Report and VAT may apply on top.

Ongoing advice

After implementation, we charge a 1% fee per annum for our ongoing advice. We offer a premium and high-end service, and you’ll get to experience this at every stage.

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.

Example 1

£750,000 to invest

If you invested £750,000, you would incur an initial fee of £5,000.

Ongoing advice: £7,500 (£750,000 x 1%)

Total: £12,500

Example 2

£1,000,000 to invest

If you invested £1,000,000, you would incur an initial fee of £5,000.

Ongoing advice: £10,000 (£1,000,000 x 1%)

Total: £15,000

Example 3

£1,250,000 to invest

If you invested £1,250,000, you would incur an initial fee of £5,000.

Ongoing advice: £12,500 (£1,250,000 x 1% = £12,500,)

Total: £17,500

The value of financial advice

When you first think of the value that quality financial planning provides, you think of the financial implications. However, it’s the added benefits and positive emotions which are priceless and what we as a team thrive on.

Peace of mind, clarity, security and freedom are just some of the words which we hear time and time again from our clients, and you can’t explain the power of these feelings until you are there yourself. That’s what we provide.

Yes, the financial benefits are what you first come to us for, but it’s those additional emotions which make you understand the value of financial planning from Lloyd and the team.


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

Why clients choose us

"I feel very comfortable that my financial future is secure."

Barbara Goldsmith

Actively Retired

Client since 2015

"He gives us the confidence that we'll thrive in retirement."

Darren Staniforth

Business Owners & Self Employed

Client since 2004

"He puts everything into easy to understand language."

Mike Park

Senior Executives & Professionals

Client since 2014

"Lloyd never makes us feel like we're asking silly questions."

Shaun and Jane

Senior Executives & Professionals

Client since 2021

"He knows, and I don't!"

Murray Rose

Business Owners & Self Employed

Client since 2008

"Cashflow forecasting has given me control and a sense of security."

Jennifer Morrison

Actively Retired

Client since 2011

Delaunay Wealth Management Ltd profile

Years of positive customer feedback are a testament to the passion Lloyd has for putting his clients first. Take a look at his VouchedFor reviews for yourself.

Sarah Dale
Sarah Dale
Lloyd has been very helpful and understanding in dealing with my pensions and finances - not pushy. Takes a lot of time explaining every detail of any proposal. Very reliable, always has time to listen to my questions.
mike park
mike park
We completed our annual pension review and came away feeling confident about our options ahead. A great review and more importantly an agreed set of actions to help us improve our future financial security
Simon Jarvis
Simon Jarvis
I have been working with Lloyd and his team for many years now (>20) and have always found the advice I have receieved to be measured, detailed, evidenced based and very informative. Having just had my annual review (March '23) with Lloyd, personally, I'm pleased to see that my porfolio returns and growth have met or exeeded projected returns, so I am, again, comfortable with the advice I recieve. I'm very satisfied with the service Delaunay have, and continue to provide so would be happy to recommend.
Matt Hall
Matt Hall
Delaunay came recommended and they have been excellent. Lloyd and the team are communicative, knowledgable and have provided great advice.
Nav Navendrha
Nav Navendrha
Coming from the Finance sector, I am Impressed with knowledge and expertise that not only delivered what was needed, it was conveyed in a manner that was easily absorbed, which was comforting. Professional and courteous to the end and always ready to assist and advise. This is definitely my one stop shop.
Zoe Courtney
Zoe Courtney
Delaunay have been advising us for many years and the service has always been excellent. The team are friendly and approachable and any queries are dealt with straight away. Our advisor, Lloyd French, is highly knowledgeable and his advice always puts you and your family's needs first. He spent a lot of time understanding our goals and explains everything in easy to understand terms. Would not move to anyone else!
jackie windsor
jackie windsor
Fantastic service! i have felt constantly that i am in good and trustworthy hands, which is good as I am not financially that savvy. Lloyd has been patient and concise explaining everything in as much detail as possible.a very knowledgeableand professional experience all round. Thank you. i can stop worrying!
Sue Meyers
Sue Meyers
Delaunay Wealth came highly recommended via a member of our family. Since placing our investments with Delaunay Wealth we are pleased to note that, despite current market conditions we have still seen profits this year to date. We would (and do) recommend Delaunay Wealth as an investment manager.
Ana Pascual
Ana Pascual
I have used Delaunay’s services recently and have found them very helpful. Professional, knowledgeable and really looking after my interests.
Sue Hindle
Sue Hindle
I have been with Lloyd French of Delauneys for about 20 years and always found the service to be prompt, efficient and reliable.