Delaunay Wealth Management

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Reviews

1. J S ★★★★★

   Have been using Lloyd to support my financial planning for a couple of years now, and delighted with the service he and the team provide. He’s savvy with current trends, is knowledgable, and able to articulate what’s what in language which makes sense to me, and I’m grateful for it! I’d strongly recommend Lloyd and the team. I feel like I’m in safe and trusted hands.

   1 year ago
2. Gail Underwood ★★★★★

   Have been advised by Lloyd for many years. It has always been a pleasure, his knowledge and experience have been an invaluable asset in my decision making to invest in various products.The support team are great, all very friendly and helpful whenever there is a need to make contact. I can highly recommend this company.

   1 year ago
3. Sarah Dale ★★★★★

   Lloyd has been very helpful and understanding in dealing with my pensions and finances - not pushy. Takes a lot of time explaining every detail of any proposal. Very reliable, always has time to listen to my questions.

   1 year ago

1. Helen Down ★★★★★

   I'm completely ignorant around financial matters. But Lloyd and his team make everything easily digestible while offering expert advice. What's more, he was an indispensable source of practical support during my recent divorce. He's always there when I need him.

   almost 2 years ago
2. Simon Jarvis ★★★★★

   I have been working with Lloyd and his team for many years now (>20) and have always found the advice I have receieved to be measured, detailed, evidenced based and very informative. Having just had my annual review (March '23) with Lloyd, personally, I'm pleased to see that my porfolio returns and growth have met or exeeded projected returns, so I am, again, comfortable with the advice I recieve. I'm very satisfied with the service Delaunay have, and continue to provide so would be happy to recommend.

   almost 2 years ago
3. Zoe Courtney ★★★★★

   Delaunay have been advising us for many years and the service has always been excellent. The team are friendly and approachable and any queries are dealt with straight away. Our advisor, Lloyd French, is highly knowledgeable and his advice always puts you and your family's needs first. He spent a lot of time understanding our goals and explains everything in easy to understand terms. Would not move to anyone else!

   almost 2 years ago

1. jackie windsor ★★★★★

   Fantastic service! i have felt constantly that i am in good and trustworthy hands, which is good as I am not financially that savvy. Lloyd has been patient and concise explaining everything in as much detail as possible.a very knowledgeableand professional experience all round. Thank you. i can stop worrying!

   almost 3 years ago
2. Sue Meyers ★★★★★

   Delaunay Wealth came highly recommended via a member of our family. Since placing our investments with Delaunay Wealth we are pleased to note that, despite current market conditions we have still seen profits this year to date. We would (and do) recommend Delaunay Wealth as an investment manager.

   almost 3 years ago

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