Testimonials

testimonialsAll of the following pieces of testimony are recent and each person is happy to discuss our services with you:

Client Testimonials

“Lloyd and his team at Delaunay Wealth Management have been excellent at steering and advising me on how to future proof my finances and invest in ways that get me the best return on my investment. Most importantly all financial decisions and reporting are clearly explained via reports and with regular catch up meetings. Anyone who wants to save for the future should speak with Delaunay Wealth Management as their service is impeccable and invaluable.”

Mr R, Private Client

 

“We have worked with Lloyd in excess of ten years, we have found his professional advice has been excellent, also apart from his detailed financial knowledge he very quickly understood our personal needs and aspirations and advised us accordingly, I would recommend Lloyd and his team to anyone.”

Rachel & David Attwood

 

“Lloyd has been a trusted advisor to me and my husband for the past 10 years and has helped us with many aspects of our financial planning, and, in particular, with pension advice as my husband is self-employed.  He has also helped me to set up a SIPP, which I can put spare cash into, as well as providing us with advice on different investment options and tax planning.

In all the time we’ve worked with him, he’s given us sound advice and the investments he’s recommended have produced good results.  Furthermore, Lloyd is a really nice person to work with.  Nothing is ever too much trouble.  He will always visit us at the house for meetings and everything is all pretty seamless.”

Jo Charrington, Executive Vice President A&R, Capitol Records

 

“Lloyd has provided us with advice on bespoke investment schemes over the past five years.

He researches the market regularly and carries out extensive due diligence to ensure he sources sound investments that suit our needs. Normally, Lloyd will then meet with our accountants to discuss his recommendations and make sure they are suitable. Once he has their approval, he will then sit down with us and go through his recommendations in detail. It is then up to us to decide whether we want to go ahead.

The research and due diligence Lloyd carries out are an essential part of the process and gives us confidence in his recommendations. We wouldn’t be putting our money into these investments and our accountants certainly wouldn’t allow us to go ahead otherwise.”

Ranjith Kumar, Private Client

 

“Lloyd has given me financial advice for many years and I trust his judgement and ability to work in my best interest. I haven’t always had good financial advisers and Lloyd has proved his worth particularly during a time of financial uncertainty and the banking crisis. He keeps me informed even when the news is not so good and has worked hard to protect my interests. With Delaunay Wealth although I’ve choosen lower risk options, my investment returns have been better than those currently offered in the High Street and have beaten inflation unlike the interest rates offered via banks.

It is the quality of personal service, information and advice that makes Delaunay Wealth stand out. The staff are always courteous and quick with replies. Most importantly I know Lloyd to be a person of high personal integrity and trustworthiness which is rare in financial services these days.”

Julie Kingston-Dalford, Private Client

 

“Lloyd and Delaunay Wealth Management have offered me an individually tailored service to manage and invest my money. I have been given good advice and, most importantly, feel that I can trust him to handle my investments with honesty and integrity.”

Jennifer Morrison, Private Client

 

“Delaunay Wealth Management. ..especially Lloyd French were most helpful in organising the purchase of the pension annuity….giving valuable advice and helping us through this very difficult area. Everyone would benefit from the helpful friendly advice given by Lloyd French.

Once again,  a big thank you.”

S.J Baker, Private Client

 

“Having carried out my own enquiries into the financial and tax planning using trusts, I found Mike understood my personal remit from the outset, and, in partnership with my accountant, explained all of the features of the planning in simple English. He has managed the whole process from cradle to grave and I can honestly say that he has been efficient in all areas of his service and I would not hesitate in recommending his company to anyone seeking tax and wealth management advice.”

Tony Francis MD – PLC Limited

 

Professional Adviser Testimonials

 

“Our firm has been working with Lloyd for many years.  He is a consummate professional, who offers vast wealth management expertise and access to a wide range of financial products. Everyone has found him very responsive and easy to deal with. Furthermore, he treats our clients with the utmost care and respect and all of his advice is tailored to suit their individual circumstances. We have no hesitation in continuing to refer Lloyd and his company to our clients.”

Richard Feakins, Partner, Moore Feakins Accountants

 

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