Solicitors & accountants

When we work together, we can achieve so much more. That’s why we take a collaborative approach and recognise the benefits of working with other professionals. We all want the same outcome: the very best for your client.

A partnership worth having

A staggering 90% of our clients are referred to us through accountants, solicitors and wealth managers. That’s because they can come to us confident that we won’t compete with their business, we’ll only strengthen and support it.

Combining our specialist knowledge is a powerful move, and one which we’ll always encourage.

How we help your clients

Understanding their needs

Just as you would, we take the time to understand what clients want and their aspirations so we can match them with appropriate investments.

Providing independent advice

Our diverse range of investment and insurance products allow us to make the right choices that match our clients’ needs and aspirations.

Conducting thorough reviews

Decisions aren’t made in a rush. We do a comprehensive review of each provider to ensure clients are protected as far as possible.

Transparency is vital

We’re always open about how we carry out our business and how we are remunerated. We also ensure clients understand any risks involved.

Never driven by products

Our mutual clients’ needs are our top priority, and we are constantly learning and pushing ourselves to deliver quality, independent advice.

Staying fully informed

We’ve got our process down to a tee. Each transaction is project managed so the clients and their professional advisers know what’s happening at every stage.

A team you can trust

Yes, our mutual clients are incredibly important, but we also want to make sure that we forge a powerful relationship with you.

It’s a big decision you’re making for someone else, but you can put your trust in us to take your clients’ investments forward in an ethical manner.

Why clients choose us

"He knows, and I don't!"

Murray Rose

Business Owners & Self Employed

Client since 2008

"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

"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

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

Barbara Goldsmith

Actively Retired

Client since 2015

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.