Business Strategy

business-strategyBusiness Owners

Usually we find that the personal and business goals of owner managers are closely related and by understanding these short, medium and long-term objectives, we can help them and their management teams plan proactively for the future.  This can include helping companies prepare for expansion, exit strategies for owners and succession planning.

We are also able to assist on corporate tax and director remuneration strategies to ensure businesses run as tax efficiently as possible.

Employee Benefits

One of a business’s core assets is its people, so being able to recruit and retain the best staff is vital.

Along with advising on and implementing a variety of employee benefit schemes, from flexible benefits to salary sacrifice, health and key person insurance, we work alongside owner managers at a strategic level to ensure that their personal and business financial aspirations are met in the most effective way.

The Financial Conduct Authority does not regulate employee benefits.

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

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