Wealth Management

Guiding and mentoring our clients to understand and achieve their financial goals forms a key part of our Wealth Management service.

As part of our Engagement and Discovery process, we will work with you to help you understand your lifetime cash flows, the important decisions that will shape your financial future, as well as considering what would happen if unexpected events were to interrupt your planning. We will also seek to understand your attitude towards risk and investments in general.


Achieving your goals

Following our initial meeting, we will create a Financial Vision Document and Road Map, along with a 360° Financial Plan to help you achieve your financial goals.

This Road Map sets out clearly the steps you’ll need to take in the coming years, courses of action and how these will help achieve your goals, whether they be driven by lifestyle, or monetary needs.

Once a clear financial strategy has been agreed, our team will work alongside you and your professional advisers to help deliver and support your wealth plan as part of our Implementation and Strategic Review process.

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