Financial coaching and life planning
About usMeet Lloyd
Meet Lloyd
Voted as one of VouchedFor’s Top Rated Advisers in 2021, 2022, 2023, and 2024, Lloyd is an independent financial planner who uses his life experience to provide expert, fully audited, holistic advice and coaching. With more than 25 years of experience, Lloyd offers leadership, creativity and the knowledge that your assets are being taken care of by someone with your best interests at heart. But he couldn’t do it without his support team who keep the cogs turning. They may be a small team, but their joined-up approach allows them to exceed expectations and deliver fantastic value every single time.
Meet the team
of clients would recommend us to friends, family and work colleagues.
were satisfied that we understood their needs and financial objectives
say that we have helped or will help to achieve their financial objectives
Why clients choose us
"Cashflow forecasting has given me control and a sense of security."
Jennifer Morrison
Actively Retired
Client since 2011
"I feel very comfortable that my financial future is secure."
Barbara Goldsmith
Actively Retired
Client since 2015
"He gives us the confidence that we'll thrive in retirement."
Darren Staniforth
Business Owners & Self Employed
Client since 2004
"Lloyd never makes us feel like we're asking silly questions."
Shaun and Jane
Senior Executives & Professionals
Client since 2021
"He knows, and I don't!"
Murray Rose
Business Owners & Self Employed
Client since 2008
"He puts everything into easy to understand language."
Mike Park
Senior Executives & Professionals
Client since 2014
We’re a VouchedFor Top Rated Firm
Years of positive customer feedback are a testament to the passion Lloyd has for putting his clients first.
This is why we’re so delighted to have been included as a Top Rated Firm in the VouchedFor Top Rated guide, distributed by The Times in 2024! The guide was created to highlight the best of the best in financial services and to be included is a huge honour.
Take a look at Lloyd’s reviews to see what his clients have to say.
Julie Dalford2023-09-22Lloyd gives good impartial information.
Caroline Wilson2023-09-08As a family we have worked with Delaunay Wealth Management for a number of years and have always been impressed by the professionalism and advice and guidance they have given. Their communications are clear and concise and they have always acted in our interests.
Helen Down2023-03-29I'm completely ignorant around financial matters. But Lloyd and his team make everything easily digestible while offering expert advice. What's more, he was an indispensable source of practical support during my recent divorce. He's always there when I need him.
Sarah Dale2023-03-15Lloyd 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 park2023-03-14We 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 Jarvis2023-03-06I 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 Hall2023-03-02Delaunay came recommended and they have been excellent. Lloyd and the team are communicative, knowledgable and have provided great advice.
Nav Navendrha2023-02-15Coming 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 Courtney2023-02-10Delaunay 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 windsor2023-01-18Fantastic 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!
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Head Office
85 Tottenham Court Road, London, W1T 4TQClient Support Team
Office 6, The Messenger Centre, Crown Lane, Tinwell, Stamford, PE9 3UFDelaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at Atlas Chambers, 33 West Street, Brighton, East Sussex, BN1 2RE. Company Registration Number: 08107472. The Financial Conduct Authority does not regulate taxation and trust advice and employee benefits.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR www.financial-ombudsman.org.uk
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