Who we work with

People from all walks of life come to us with their financial concerns. From business owners to senior executives and those who are actively retired, our work is focused on making the complex simple and building long-term relationships.

93%
93%

of clients would recommend us to friends, family and work colleagues.

100%
100%

were satisfied that we understood their needs and financial objectives

100%
100%

say that we have helped or will help to achieve their financial objectives

Delaunay Wealth Management Ltd profile

Years of positive customer feedback are a testament to the passion Lloyd has for putting his clients first. Take a look at his VouchedFor reviews for yourself.