Delaunay Wealth Management 98-102 Maybury Road, Woking GU21 5HX
About the Business
Welcome to Delaunay Wealth Management – a leading financial institution dedicated to helping individuals and businesses manage their wealth and investments. We are located in the heart of Woking, one of the most bustling and dynamic cities in the United Kingdom. Our institution is located at Optichrome House, 98-102 Maybury Rd, Woking GU21 5HX, making it easily accessible for our clients.
We pride ourselves on being a customer-focused establishment, putting the needs and requirements of our clients first. Our team of experienced and knowledgeable financial advisors are committed to providing customized investment solutions to help our clients grow their wealth and achieve their financial goals.
We offer a wide range of services, including investment planning, retirement planning, tax planning, estate planning, and risk management. Our financial advisors work closely with each client to create a personalized plan designed to meet their unique financial objectives.
At Delaunay Wealth Management, we make it our mission to provide our clients with the best financial advice and support available. Our comprehensive approach to wealth management ensures that our clients can have peace of mind knowing that their financial future is in safe hands.
We invite you to visit our establishment and discover how we can help you achieve your financial objectives. We are proud to be a point of interest in Woking and look forward to serving you soon.
Photos
Location & Phone number
Optichrome House, 98-102 Maybury Rd, Woking GU21 5HX, United Kingdom
Hours open
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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!"
"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!"
"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."
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