Who we work with
People from all walks of life come to us with their financial concerns. From business owners to senior executives and those who are actively retired, our work is focused on making the complex simple and building long-term relationships.
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
We’re a VouchedFor Top Rated Firm
Years of positive customer feedback are a testament to the passion Lloyd has for putting his clients first.
This is why we’re so delighted to have been included as a Top Rated Firm in the VouchedFor Top Rated guide, distributed by The Times in 2024! The guide was created to highlight the best of the best in financial services and to be included is a huge honour.
Take a look at Lloyd’s reviews to see what his clients have to say.
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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