Working In Partnership

At Delaunay we take a collaborative approach to our client work and more than 90% of our clients are referred to us through accountants, solicitors and wealth managers.

Adding Value

We recognise that there are considerable benefits from working together where our respective specialist knowledge and experience is complementary.

As an independent, privately-owned firm, clients can be referred to us safe in the knowledge that we’re here to strengthen and support your relationship – not compete for your business.

Furthermore, by working with Delaunay, you can be confident that your clients’ investment interests are being represented at the highest level.  Exemplary service lies at the heart of our proposition, as is forming and maintaining long-term, positive and rewarding client relationships.

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Why Delaunay?

We firmly believe that we have the professional, like-minded qualities to forge powerful working relationships with accountants, solicitors and financial advisers.  In our opinion, Delaunay’s highly ethical, best-practice business model makes us an attractive partnership proposition. Here’s why:

  • We take the time to understand a client’s needs and aspirations, so that we are able to match these with the most appropriate investment opportunities.
  • We provide independent advice on a range of investment and insurance products; our recommendations are drawn from a careful evaluation of products  that are sufficiently diverse for us to make what we consider the right choices to meet our mutual client’s objectives and goals. These include pensions, investment bonds, unit trusts, annuities, ISAs and savings plans, as well as structured investment products.
  • We thoroughly review each provider, such as how they are structured in the event of financial difficulty, to ensure clients are protected against corporate failure as far as is possible.
  • We are always open about the way we carry out our business and how we are remunerated.
  • We project manage each transaction, so that the client and their professional advisers are fully informed at each stage of the process, including full disclosure guidance.
  • We take the time to ensure clients understand any potential investment and tax risks involved.
  • On the rare occurrence that a problem arises, we do not shy away from resolving the issue.
  • Our knowledge and understanding of a variety of suitably distinct products and providers enables us to offer independence advice. We’re never driven by products. Our mutual client’s needs are our priority; they’re at the heart of everything we do.

Delaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at: Wey Court West, Union Road, Farnham, Surrey, GU9 7PT. 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 2015. All Rights Reserved