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Delaunay Wealth Management Ltd

Expert holistic financial coaching and life planning for business owners, senior executives, and active retirees

Founded in 2012, Delaunay Wealth is the home of expert, fully audited, holistic financial coaching and life planning for business owners, senior executives, and active retirees.

Our Financial Planner and Founder, Lloyd French, has more than 25 years of experience, offering leadership, creativity, and knowledge.

With the help of his hand-picked support team, you can be confident that your assets are being taken care of by people with your best interests at heart.

We provide strategic financial guidance to prosperous, family-oriented people who wish to engage in a long-term relationship with their trusted financial planner.

People from all walks of life come to us with their financial concerns.

Senior executives 

Business owners 

Active retirees 

Our work is focused on making the complex simple, exceeding expectations, and delivering fantastic value every single time.

More than 90% of our clients are referred to us this way.

We collaborate with our professional connections to support their clients with financial goals, strengthening the relationship they already have together.

Share specialist knowledge and experience 

Collaboration, as opposed to competition 

Better support clients together 

We don’t expect you just to take our word for it!

100% of our clients are satisfied that we understand their needs and financial objectives 

100% of our clients say that we have helped or will help to achieve their financial objectives 

93% of our clients would recommend us to friends, family, and work colleagues 

Financial planning is an ongoing journey, but an incredibly rewarding one.

You’ll find clarity at every stage of the process, and we’ll get to know you very well, forming a long-term relationship as we go on your journey together.

Our door is always open to welcome new clients.

If we sound like the right fit for you, or you have any questions, get in touch today.

0345 50 53 500 (telephone)

07355 094564 (WhatsApp)

[email protected] (email) 

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