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 ar
e being taken care of by people with your best interests at heart.
๐๐๐๐ถ๐ป๐ฒ๐๐ ๐ผ๐๐ป๐ฒ๐ฟ๐, ๐๐ฒ๐ป๐ถ๐ผ๐ฟ ๐ฒ๐
๐ฒ๐ฐ๐๐๐ถ๐๐ฒ๐, ๐ฎ๐ป๐ฑ ๐ฎ๐ฐ๐๐ถ๐๐ฒ ๐ฟ๐ฒ๐๐ถ๐ฟ๐ฒ๐ฒ๐
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 ๐ค
Business owners ๐ค
Active retirees ๐ค
Our work is focused on making the complex simple, exceeding expectations, and delivering fantastic value every single time.
๐ฆ๐ผ๐น๐ถ๐ฐ๐ถ๐๐ผ๐ฟ๐, ๐ฎ๐ฐ๐ฐ๐ผ๐๐ป๐๐ฎ๐ป๐๐, ๐ฎ๐ป๐ฑ ๐๐ฒ๐ฎ๐น๐๐ต ๐บ๐ฎ๐ป๐ฎ๐ด๐ฒ๐ฟ๐
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 ๐ค
Collaboration, as opposed to competition ๐ค
Better support clients together ๐ค
๐๐ฒ๐ฎ๐ฟ ๐ณ๐ฟ๐ผ๐บ ๐ผ๐๐ฟ ๐ฐ๐น๐ถ๐ฒ๐ป๐๐
100% of our clients are satisfied that we understand their needs and financial objectives ๐ค
100% of our clients say that we have helped or will help to achieve their financial objectives ๐ค
93% of our clients would recommend us to friends, family, and work colleagues ๐ค
๐๐ฒ๐ ๐ถ๐ป ๐๐ผ๐๐ฐ๐ต
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) ๐
07355 094564 (WhatsApp) ๐ฑ
[email protected] (email) ๐ง
