Senior executives & professionals

Wouldn’t it be nice to know how much money you’ll need to retire, semi-retire or achieve financial independence? Your wish is our command. Even if you have an idea, it’s good to seek advice from an expert to confirm if you’re on the right track.

Putting your goals first

Having a successful career has meant you’ve sacrificed time. Not just time with family and friends, but time to dedicate to your finances.

You’re looking for an adviser who will understand the challenges you face with tax and providing for your family, giving them a good start in life. Whatever your questions, we’ll unravel the answers.

How we’ll help you

Smart strategies for the road ahead

Depending on where you are, we’ll plan to bring forward the date of your retirement, and change your view of what the move looks like.

Filling you with confidence

Some conversations are difficult. If it’s what you want, we’ll give you the confidence to re-negotiate your contracts at work, extending or improving your working life.

Protecting your assets

Some smart tax planning can make your money last longer and provide you with more options as you approach the end of your working life.

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.

Guidance and advice

Pensions are extremely tax effective but unfortunately, they are also complicated. We guide you through the minefield, keeping it simple at the same time.

Removing the hassle

We simplify everything and speak to you without any jargon. We will take on as much or as little as you want us to.

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.

Working with your advisers

We understand that you may already have other professional advisers in place. What’s important for us is that we can fit in and work with them effectively.

We have a great deal of experience working with other professional advisers, including accountants, lawyers and corporate financiers. When we work together, we can achieve so much more.

Why clients choose us

"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 puts everything into easy to understand language."

Mike Park

Senior Executives & Professionals

Client since 2014

"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

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

Shaun and Jane

Senior Executives & Professionals

Client since 2021

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.