Specialist Services

specialist-servWe understand the issues that affect successful people and have a thorough knowledge of investment management, tax and advanced wealth structuring.

Our team has successfully helped to protect and enhance our clients’ wealth over many years through a range of specialist services, including:

Due Diligence

The past few years have been particularly challenging for financial institutions and banks, so our clients naturally want to be assured that our advice and the investments we recommend are sound financially.

At Delaunay we have a rigorous due diligence process.  All of the investments we source are thoroughly researched by our in-house team, allowing us to identify the opportunities that we consider to be ‘best of breed’.

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