Financial Planning

finan-planningFor clients requiring specific advice, we offer a bespoke financial planning service to assist our clients in a number of key areas, including:

  • Retirement planning
  • School fees planning
  • Tax efficient investments
  • Estate planning
  • Planning for high income earners
  • Protecting you and your family
  • Pensions reform
  • Business protection
  • Employee/Director benefits
  • Trust investing
  • Business/personal lending

Our expertise

Our advisers are highly experienced in all aspects of financial planning; from conducting an initial review and making recommendations, through to working alongside clients and their professional advisers to implement the plan and monitor progress on an on-going basis.

This ensures your affairs are managed proactively, so we can identify and implement any changes, as needed, to ensure you meet your financials goals.

 

The Financial Conduct Authority does not regulate taxation and trust advice.

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