Cash Management

cash-mangeHowever wealth is created, be it through inheritance, a company sale or long-term savings, capital protection is key.

By using effective structures to enhance cash rates and maximise tax efficiency, we can ensure your wealth is carefully managed.

Enhancing your wealth

Where growth is a priority, we can source a range of proven cash management opportunities and structures that typically achieve higher returns compared to those offered by high street banks.

We thoroughly research every opportunity through a rigorous due diligence process and always recommend capital protected structures with guaranteed yields, wherever possible.  Protecting our clients’ investments is  vital to us and remains one of our main considerations when sourcing and vetting investment opportunities.

Exclusive investment opportunities

We are often able to identify a group of clients who would benefit from a specific structure or type of product.  In such situations, we are able to source exclusive investment opportunities from industry’s leading providers that are not generally available to retail investors.  Furthermore, we offer a diversified portfolio of institutional cash rates through our wrap platform, which can’t normally be accessed by investors independently.

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

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