February 2024 by Murray Rose
Delauney Wealth Management are a huge help with personal financial planning, they hugely help navigate the complexities of pensions and planning for the future. The team is always on hand for advice and assistance.
September 2023 by Julie Dalford
Lloyd gives good impartial information.
September 2023 by Caroline Wilson
As a family we have worked with Delaunay Wealth Management for a number of years and have always been impressed by the professionalism and advice and guidance they have given. Their communications are clear and concise and they have always acted in our interests.
April 2023 by 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.
March 2023 by mike park
We completed our annual pension review and came away feeling confident about our options ahead. A great review and more importantly an agreed set of actions to help us improve our future financial security
March 2023 by 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.
March 2023 by Nav Navendrha
Coming from the Finance sector, I am Impressed with knowledge and expertise that not only delivered what was needed, it was conveyed in a manner that was easily absorbed, which was comforting. Professional and courteous to the end and always ready to assist and advise. This is definitely my one stop shop.
March 2023 by 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.
March 2023 by Matt Hall
Delaunay came recommended and they have been excellent. Lloyd and the team are communicative, knowledgable and have provided great advice.
February 2023 by 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!
January 2023 by 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!
December 2022 by 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.
November 2022 by Ana Pascual
I have used Delaunay?s services recently and have found them very helpful.Professional, knowledgeable and really looking after my interests.
October 2022 by David Attwood (Cruiser RP)
We have used Delaunay Wealth Management services for approx 10 years. In that time we have found LLoyd's advice very good and possibly even more importantly his team's back up service to be excellent and first class..
October 2022 by Sue Hindle
I have been with Lloyd French of Delauneys for about 20 years and always found the service to be prompt, efficient and reliable.
