Delaunay Wealth Management

Independent Financial Adviser  Delaunay Wealth Management, Greater London, London, W1T 1JU
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FCA authorised
Last authorised 20th September 2021
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Stockbroking services
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Sharia finance
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Long term care
Meet our advisers
MR Lloyd French
Managing Director
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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