Financial Vision Document

fin-visionAs part of helping you to understand and achieve your financial goals, we create a personalised Financial Vision Document for you.

This provides an overview of your lifetime goals and sets out the detail of what you are looking to achieve through the planning process.

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Financial Road Map

Once we have a clear picture of your financial situation and life time goals, we will consider all the information we have gathered and look at how best we can help you to achieve your Financial Vision.

This involves creating a Financial Road Map, which will set out clearly the steps to be taken, the strategies and time frames involved and how these will help achieve your life time goals.

We will then use this analysis to create a personalised 360° Financial Plan.

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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

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