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
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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