Business owners & self employed

Navigating finances can feel like an uphill battle when you’ve got a business to run. It can pay off, in the long run, to delegate your financial responsibilities to an expert who knows what they're doing.

Working towards a bright future

Are you worried about your pension? Do you long for financial security for your family? Do you have various pots which need consolidating? Are you pre or post-sale?

Most of all, you need to be willing to delegate to a knowledgeable financial planner. We’ll take the load off your back and provide you with a clear financial strategy.

How we’ll help you

Understanding your goals and vision

Personal and business goals are closely related. So, we work to understand what they are and proactively plan for the future.

Implementing employee benefit schemes

From flexible benefits to salary sacrifice, health and key person insurance, we’ll take care of the lot! That’s even more things to tick off your list…

Planning for your future

Where appropriate, we’ll tap into the tax benefits associated with your pension to purchase business premises and factories and reduce funding costs by as much as 40%.

Tailored tax-efficient solutions

We’re able to assist with corporate tax and director remuneration strategies to ensure your business runs as tax-efficiently as possible.

Forming a business strategy

We’ve been in your shoes, so there’s no one better equipped to build you a strategy based on short, medium and long-term goals.

Managing risk and reward

Most clients have worked hard to accumulate what they’ve got and don’t want or need to be taking too much investment risk, so we don’t either.

You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise, you may not get back the full amount invested.

Turning the focus onto yourself

Your business is just one aspect of your life, but you mustn’t forget about yourself as an individual.

We take the time to consider your long-term plans, retirement goals and tax planning so you know where life is taking you, even if you’re not quite there yet.


"Lloyd never makes us feel like we're asking silly questions."

Shaun and Jane

Senior Executives & Professionals

Client since 2021

"He puts everything into easy to understand language."

Mike Park

Senior Executives & Professionals

Client since 2014

"He knows, and I don't!"

Murray Rose

Business Owners & Self Employed

Client since 2008

"I feel very comfortable that my financial future is secure."

Barbara Goldsmith

Actively Retired

Client since 2015

"He gives us the confidence that we'll thrive in retirement."

Darren Staniforth

Business Owners & Self Employed

Client since 2004

"Cashflow forecasting has given me control and a sense of security."

Jennifer Morrison

Actively Retired

Client since 2011

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.

Sarah Dale
Sarah Dale
Lloyd has been very helpful and understanding in dealing with my pensions and finances - not pushy. Takes a lot of time explaining every detail of any proposal. Very reliable, always has time to listen to my questions.
mike park
mike park
We completed our annual pension review and came away feeling confident about our options ahead. A great review and more importantly an agreed set of actions to help us improve our future financial security
Simon Jarvis
Simon Jarvis
I have been working with Lloyd and his team for many years now (>20) and have always found the advice I have receieved to be measured, detailed, evidenced based and very informative. Having just had my annual review (March '23) with Lloyd, personally, I'm pleased to see that my porfolio returns and growth have met or exeeded projected returns, so I am, again, comfortable with the advice I recieve. I'm very satisfied with the service Delaunay have, and continue to provide so would be happy to recommend.
Matt Hall
Matt Hall
Delaunay came recommended and they have been excellent. Lloyd and the team are communicative, knowledgable and have provided great advice.
Nav Navendrha
Nav Navendrha
Coming from the Finance sector, I am Impressed with knowledge and expertise that not only delivered what was needed, it was conveyed in a manner that was easily absorbed, which was comforting. Professional and courteous to the end and always ready to assist and advise. This is definitely my one stop shop.
Zoe Courtney
Zoe Courtney
Delaunay have been advising us for many years and the service has always been excellent. The team are friendly and approachable and any queries are dealt with straight away. Our advisor, Lloyd French, is highly knowledgeable and his advice always puts you and your family's needs first. He spent a lot of time understanding our goals and explains everything in easy to understand terms. Would not move to anyone else!
jackie windsor
jackie windsor
Fantastic service! i have felt constantly that i am in good and trustworthy hands, which is good as I am not financially that savvy. Lloyd has been patient and concise explaining everything in as much detail as possible.a very knowledgeableand professional experience all round. Thank you. i can stop worrying!
Sue Meyers
Sue Meyers
Delaunay Wealth came highly recommended via a member of our family. Since placing our investments with Delaunay Wealth we are pleased to note that, despite current market conditions we have still seen profits this year to date. We would (and do) recommend Delaunay Wealth as an investment manager.
Ana Pascual
Ana Pascual
I have used Delaunay’s services recently and have found them very helpful. Professional, knowledgeable and really looking after my interests.
Sue Hindle
Sue Hindle
I have been with Lloyd French of Delauneys for about 20 years and always found the service to be prompt, efficient and reliable.