Delaunay Wealth Management

Independent Financial Adviser Delaunay Wealth Management, Holden House, 57 Rathbone Place, Greater London, London, W1T 1JU
FCA verified
15th October 2018
At Delaunay we provide a range of specialist financial planning and investment services for businesses owners, professionals and wealthy individuals.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Lloyd French
Director
Where to find us

Delaunay Wealth Management, Holden House, 57 Rathbone Place, Greater London, London, W1T 1JU

About us

At Delaunay we provide a boutique wealth management service, offering clients expert financial advice from qualified and experienced practitioners, together with access to a wide range of industry-leading investments.

Our People

Every member of our team has a proven track record of guiding and mentoring clients to reach their financial goals. They understand the issues that affect successful business owners, professionals and wealthy individuals, and have extensive knowledge of market-leading solutions, tax and wealth structuring.

Our services

At Delaunay we work alongside successful business owners, professionals and wealthy individuals to help them achieve their financial goals.
Alongside expertise in wealth and investment planning, our clients are looking for advisers who listen and have a thorough understanding of their financial affairs and what matters to them. In our experience, building long-term relationships, based on mutual trust, is crucial to this and forms a key part of our client engagements.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

REGULATORY STATUS

Delaunay Wealth Management Limited (DWM) is an appointed representative of Charterhouse Independent Advisers LLP of Holden House, 57 Rathbone Place, London W1 1JU which is authorised and regulated by the Financial Conduct Authority (FCA) in the UK and their address is 25 The North Colonnade, Canary Wharf, London, E14 5HS.

You can check this on the Financial Services Register by visiting their website – www.fca.org.uk/firms/systems-reporting/register, number 453778; DWM’s own registration number is 591436, or by contacting the FCA on 0800 111 6768.

PERMITTED BUSINESS

DWM is permitted through Charterhouse to advise on and arrange (bring about); savings and investment products, pensions and non-investment insurance contracts. We also advise on and arrange on other areas of personal finance outside the scope of the FCA.

The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor

The value of your investment can go down as well as up and you may not get back the full amount invested

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