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.
of clients would recommend us to friends, family and work colleagues.
were satisfied that we understood their needs and financial objectives
say that we have helped or will help to achieve their financial objectives
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.
Head Office
Holden House, 57 Rathbone Place, London, W1T 1JUClient Support Team
Office 6, The Messenger Centre, Crown Lane, Tinwell, Stamford, PE9 3UFDelaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at Atlas Chambers, 33 West Street, Brighton, East Sussex, BN1 2RE. 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 2022. All Rights Reserved
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