Lloyd French

Financial Planner and Founder of Delaunay Wealth | Expert financial coaching and life planning for business owners, senior executives, and active retirees | Proudly voted a VouchedFor Top Rated Adviser in 2021, 2022, 2023 In 2011, after spending the previous 15 years as a financial adviser, it felt like the right time to start my own practice. Delaunay Wealth was established the following year and, since then, we have helped people like you improve their financial wellbeing and reach their life goals. My approach isn’t based on books and theory. I’ve really been in your shoes, and I know exactly what you’re going through. My life experiences have moulded me into the person and, crucially, the financial planner I am today. I pride myself on my honesty and empathy. I am direct, yet unafraid to offer clear, calm advice on any “difficult” elements in a financial planning strategy. To put it simply, I am authentic, and confident that there’s no one better equipped to handle your finances. In my spare time, I strength train at the gym, swim, and cycle. My wife and I are social butterflies, and enjoy nothing more than going out with friends or hosting dinner. Now, let’s talk a little more about Delaunay Wealth… 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 My hand-picked team embrace and adapt to change, and question challenges to unlock creativity at every turn. From compliance to paraplanning, operations to technical support… there’s amazing beauty and power in the team I have built around me. 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) l.french@delaunaywealth.com (email)