Strategic Review

strategic-revWe offer ongoing support and an annual Strategic Review to ensure that your wealth plan continues to deliver the optimum benefits.

As part of this service, we will ensure that any changes, either as a result of market forces, Government legislation, or personal circumstances are taken into account and will offer advice and recommendations on amending our strategy accordingly.  We will keep you updated on the progress of the plan on a regular basis, as well as analysing any areas for improvement.

Our long-term goal is to help you achieve your ultimate life goals with confidence, so you feel in charge of your financial future and decision making.  Furthermore, we will always seek to make your wealth work harder for you by delivering improved returns and tax efficiency, where possible.

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

© Delaunay Wealth Management Ltd 2015. All Rights Reserved