Delaunay Wealth Management Ltd jobs and careers

About Delaunay Wealth Management Ltd

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. 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀, 𝘀𝗲𝗻𝗶𝗼𝗿 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀, 𝗮𝗻𝗱 𝗮𝗰𝘁𝗶𝘃𝗲 𝗿𝗲𝘁𝗶𝗿𝗲𝗲𝘀 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. 𝗦𝗼𝗹𝗶𝗰𝗶𝘁𝗼𝗿𝘀, 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗮𝗻𝗱 𝘄𝗲𝗮𝗹𝘁𝗵 𝗺𝗮𝗻𝗮𝗴𝗲𝗿𝘀 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 🤝 𝗛𝗲𝗮𝗿 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 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 🤝 𝗚𝗲𝘁 𝗶𝗻 𝘁𝗼𝘂𝗰𝗵 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) 📱 mail@delaunaywealth.com (email) 📧