Personal Finance Portal

We are excited to introduce our Personal Finance Portal to our clients. Using the client portal will allow us to:

  • Conduct more streamlined annual reviews
  • Provide you with portfolio reports/valuations
  • Obtain updates from clients on changes to their personal and financial circumstances
  • Ask clients to review and sign documents and to send secure messages

 

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

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