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.
WHY CLIENTS CHOOSE US
"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
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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