Partners in your Financial Future At Delaunay we provide a range of specialist financial planning and investment services for businesses owners, professionals and wealthy individuals. From bespoke investments and asset management through to estate planning and tax advice, our focus is on understanding the needs and aspirations of each client, so we can help them achieve their financial goals both now and in the future. Our Clients At Delaunay we work alongside successful business owners, professionals and wealthy individuals to help them achieve their financial goals. Alongside expertise in wealth and investment planning, our clients are looking for advisers who listen and have a thorough understanding of their financial affairs and what matters to them. In our experience, building long-term relationships, based on mutual trust, is crucial to this and forms a key part of our client engagements. The vast majority of our clients contact us through personal recommendation. Most often they require specific advice on a current wealth or investment planning issue, or they may simply want us to review their existing arrangements. Whatever our clients’ requirements, we ensure that we explore all the available options to present a complete range of wealth planning strategies and investments that best suit their needs. Financial Planning For clients requiring specific advice, we offer a bespoke financial planning service to assist our clients in a number of key areas, including: • Retirement planning • School fees planning • Tax efficient investments • Estate planning • Planning for high income earners • Protecting you and your family • Pensions reform • Business protection • Employee/Director benefits • Trust investing • Business/personal lending To find out more about our approach and the wealth planning services we offer, please click through to our Delaunay Wealth websites. www.delaunaywealth.com