About Us

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.

Together, we encourage a team approach and engage with clients where we can work hand-in-hand with their professional advisers to ensure that their wealth is protected over the longer term

Furthermore, we only work with clients where we can deliver significant and tangible value and with whom we enjoy working.

A Team Approach

As an independent, privately-owned firm, professional advisers can be assured that their existing client relationships are completely secure and that no areas of competition exist.

The success of this collaborative approach can be seen in the large number of referrals we receive from clients and introducers, as well as in the calibre of our consultants and the professional advisers whom we work with on a daily basis.

Delaunay Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (806635). Registered in the UK at: Wey Court West, Union Road, Farnham, Surrey, GU9 7PT. 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

© Delaunay Wealth Management Ltd 2015. All Rights Reserved