Delaunay Wealth Management

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Delaunay Wealth Management Expert holistic financial coaching & life planning for business owners, senior executives & retirees

Founded in 2012, Delaunay Wealth is the home of expert, fully audited, holistic financial coaching and life planning for business owners, senior executives, and active retirees. Our Financial Planner and Founder, Lloyd French, has more than 25 years of experience, offering leadership, creativity, and knowledge. With the help of his hand-picked support team, you can be confident that your assets are being taken care of by people with your best interests at heart.

𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀, 𝘀𝗲𝗻𝗶𝗼𝗿 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀, 𝗮𝗻𝗱 𝗮𝗰𝘁𝗶𝘃𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗲𝘀

We provide strategic financial guidance to prosperous, family-oriented people who wish to engage in a long-term relationship with their trusted financial planner. People from all walks of life come to us with their financial concerns. Senior executives 🤝

Business owners 🤝

Active retirees 🤝

Our work is focused on making the complex simple, exceeding expectations, and delivering fantastic value every single time.

𝗦𝗼𝗹𝗶𝗰𝗶𝘁𝗼𝗿𝘀, 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗮𝗻𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀

More than 90% of our clients are referred to us this way. We collaborate with our professional connections to support their clients with financial goals, strengthening the relationship they already have together. Share specialist knowledge and experience 🤝

Collaboration, as opposed to competition 🤝

Better support clients together 🤝

𝗛𝗲𝗮𝗿 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀

100% of our clients are satisfied that we understand their needs and financial objectives 🤝

100% of our clients say that we have helped or will help to achieve their financial objectives 🤝

93% of our clients would recommend us to friends, family, and work colleagues 🤝

𝗚𝗲𝘁 𝗶𝗻 𝘁𝗼𝘂𝗰𝗵

Our door is always open to welcome new clients. If we sound like the right fit for you, or you have any questions, get in touch today.

0345 50 53 500 (telephone) 📞

07355 094564 (WhatsApp) 📱

[email protected] (email) 📧

We’re absolutely thrilled to celebrate Lloyd French, who’s been named in the VouchedFor Top Rated Guide for the fifth y...
25/06/2025

We’re absolutely thrilled to celebrate Lloyd French, who’s been named in the VouchedFor Top Rated Guide for the fifth year running, published in The Telegraph 🎉

The guide highlights the UK’s top financial advisers, based entirely on feedback from clients.

Lloyd, this achievement speaks volumes about your dedication and the strong, lasting relationships you’ve built with your clients 🙌

A massive thank you to all our brilliant clients, your continued trust and kind reviews make achievements like this possible 👏

Great financial planning should focus on what your wealth can do for you.So, instead of measuring your wealth by how muc...
17/04/2024

Great financial planning should focus on what your wealth can do for you.

So, instead of measuring your wealth by how much you have, consider how much it improves your life and allows you to do more of what you want.

Ask yourself these questions:

👉 When was the last time I went on holiday?
👉 When was I last able to support my loved one earlier than I thought?
👉 When did I last donate money to a charity that is really close to my heart?

If you can answer those positively, then your money is working for itself. If you are unable to answer these questions, get in touch. We want to help you to be able to enjoy your money and use it to do what you want 💪

📞 0345 50 53 500
📧 [email protected]

A little money reminder 💰What is your main financial goal? Let us know in the comments 👍
21/03/2024

A little money reminder 💰

What is your main financial goal? Let us know in the comments 👍

Let’s introduce you to our lovely operations manager, Lucy.She’s the right hand to Lloyd’s left and assists the team in ...
14/03/2024

Let’s introduce you to our lovely operations manager, Lucy.

She’s the right hand to Lloyd’s left and assists the team in so many ways. She’s process-driven, business-orientated and very attentive. But that’s just who she is when she’s at work!

What about outside of work?

Well, she likes being organised (this isn’t just an out-of-work thing!), The US Office and eating chocolate.

Her favourite quote is:

‘𝑇ℎ𝑒 𝑔𝑜𝑎𝑙 𝑖𝑠 𝑛𝑜𝑡 𝑡𝑜 𝑏𝑒 𝑝𝑒𝑟𝑓𝑒𝑐𝑡 𝑏𝑦 𝑡ℎ𝑒 𝑒𝑛𝑑. 𝑇ℎ𝑒 𝑔𝑜𝑎𝑙 𝑖𝑠 𝑡𝑜 𝑏𝑒 𝑏𝑒𝑡𝑡𝑒𝑟 𝑡𝑜𝑑𝑎𝑦.’

It helps her to keep a positive mindset, even if things aren’t going quite right or as planned.

We’re very lucky to have Lucy as part of our team here at Delaunay Wealth and we wouldn’t be where we are without her and her wonderful organisational skills 🧡

Everyone has a moment when they simply say, “Enough is enough”. Believe it or not, this happens frequently with people a...
13/03/2024

Everyone has a moment when they simply say, “Enough is enough”. Believe it or not, this happens frequently with people and their money.

We’ve asked our clients this question a few times, and this is what we’ve heard:

👉 “When the overspending meant I couldn’t afford to pay all my bills”
👉 “Realising I don’t have a retirement fund”
👉 “Paying for everything on a credit card and then not being able to pay the full amount back”
👉 “Simply the stress and anxiety of the cost of living crisis”

What was your “enough is enough” moment? Let us know in the comments 👇

Our latest guide is here!👀We’re sharing with you 10 things you can learn about your financial plan from these ABBA hits:...
12/03/2024

Our latest guide is here!

👀

We’re sharing with you 10 things you can learn about your financial plan from these ABBA hits:

1️⃣ “The history book on the shelf is always repeating itself…”
2️⃣ “Still there never seems to be a single penny left for me…”
3️⃣ “Does your mother know?”
4️⃣ “Take a chance, take a chance, take a ch-ch-chance…”
5️⃣ “You can dance, you can jive, having the time of your life…”
6️⃣ “I’m not the one you knew, I’m now, and then combined…”
7️⃣ “We have a story and it survived…”
8️⃣ “Someone way down here loses someone dear…”
9️⃣ “When you’re gone, though I try, how can I carry on?”
🔟 “You know the rules, you know the game, masters of the scene”

So, we say thank you for the guide, for giving it to me (or you). If you would like a copy, drop us a DM or head to the link in the bio where you can get your copy for free 🥳

“Not for all the tea in China!” You might want to rethink that one after reading about some of the health benefits of a ...
07/03/2024

“Not for all the tea in China!” You might want to rethink that one after reading about some of the health benefits of a cuppa!

Today, you can discover 6 healthy habits from around the world that could improve your wellbeing 😊

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Lloyd’s second article is now available to read in Counsel magazine.Head to the link in the bio and turn to page 31 to r...
06/03/2024

Lloyd’s second article is now available to read in Counsel magazine.

Head to the link in the bio and turn to page 31 to read the article 👍

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Financial advice or financial planning? You decide…- -
05/03/2024

Financial advice or financial planning? You decide…

- -

Without further ado, let’s look at what you can learn from Shakespeare about money 💰
31/01/2024

Without further ado, let’s look at what you can learn from Shakespeare about money 💰

Address

85 Tottenham Court Road
London
W1T4TQ

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

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