360° Financial Plan

360-finan-planOnce your financial strategy is mapped out, we will work with you to develop a comprehensive plan to ensure you meet your life goals.

Rather than concentrate on a single aspect of wealth management, our team is able to look at your wider financial affairs and how they interact to give you a complete 360° view.

As well as assisting with key decisions, we are able to:

  • provide a summary of your current financial situation;
  • evaluate your existing investments, pensions and life policies to assess their suitability for your current situation;
  • create a timeline of key events;
  • understand your cash flow issues (both now and in the future);
  • let you look forward more easily with monetary values stated in today’s terms;
  • predict how your net worth will increase or decrease in the future;
  • help analyse what financial inputs are needed to meet your future aspirations.

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