Investment Management

At Delaunay, we offer independent advice and recommendations on aspects which include pensions, investment bonds, unit trusts, annuities, ISAs and savings plans, as well as structured investment products.

The range of products and providers that we assess is sufficiently broad for us to evaluate and propose only those which we consider will best meet your needs and objectives.

Using a single platform enables real-time asset valuation reporting, so clients can keep track of all their investments, as well as reducing the administrative burden when collating information for tax returns.  This makes it an extremely valuable service for accountants with high net worth clients as they can access a consolidated tax voucher.

In contrast to some platforms which ‘wrap’ products from a limited range of providers, our platforms are all-inclusive to give our clients better investment choice.

invest-mange

Our expertise

In addition to traditional investments, we offer specialist investment advice, covering tax efficient investments and alternative investment strategies, including:

  • Self Invested Pensions Plans (SIPPS)
  • Family SIPPS
  • Small Self Adminstered Schemes (SSAS)
  • QROPS & QNUPS
  • Group Personal Pension Plans
  • Trustee investments
  • Stockbroking portfolios

 

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