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Trust Delaunay Wealth to stand by your side amid the uncertainties ahead, writes Lloyd French
With two scheduled budgets in 2024 and the anticipation of a general election, significant changes may be on the horizon. For this reason, it is important to have a financial professional who can offer clear, invaluable guidance when you need it.
Delaunay Wealth boasts more than a decade of dedicated service to barristers and understands the daily demands you face. Our small, boutique firm is built on close relationships. We work directly with you and immerse ourselves in doing what is right, including solving your financial challenges…
Amid ongoing uncertainty and numerous responsibilities, you might find it difficult to plan ahead. If you are contemplating where to begin with your financial strategy, your end goal is a great place to start.
As your financial professional, we will provide structure by looking ahead and regularly reviewing your plans to ensure they remain on track.
As the self-assessment deadline and fiscal year-end approach, tax concerns loom large for self-employed professionals.
Leveraging annual pension allowances is a tax-efficient way to save, especially for those in higher tax brackets. We also consider Capital Gains Tax and ISA allowances in crafting strategies tailored to your specific needs.
With interest rates rising at the fastest pace in 40 years, it is important to maximise any interest rate and mortgage deals.
We review your savings to ensure they are in appropriate accounts across different institutions. Although we do not provide mortgage advice, we will still discuss this with you to ensure you take advantage of rates when your current deal ends.
When did you last have a financial health check on your existing pensions? If it has been a while or never, this presents an opportunity to organise and review your pensions, especially given recent changes in Annual and Lifetime Allowances.
As a specialist in dealing with barristers’ retirement plans, our goal is to provide you with financial security now and in the future.
In life, you get what you pay for. While taking control of your investments can seem empowering and keep you in control, it also comes with risks and takes up precious time.
A benefit of working with a boutique financial planner is that we identify what is appropriate for you and get to know your objectives. That way, we make the right investment decisions based on our years of experience.
We care about your future; therefore, we are willing to have a phone call with anyone who contacts us. We will take you through our discovery meeting and online onboarding system without incurring any costs. It is the least we can do to support you.
Get in touch or scan the QR code for more information 0345 50 53 500
Lloyd French is an Independent Financial Planner and Founder of Delaunay Wealth. Lloyd is a financial planner who provides expert, fully audited, holistic advice and coaching. With more than 20 years of experience providing comprehensive advice to barristers, Lloyd understands the challenges and pressures you face.
With two scheduled budgets in 2024 and the anticipation of a general election, significant changes may be on the horizon. For this reason, it is important to have a financial professional who can offer clear, invaluable guidance when you need it.
Delaunay Wealth boasts more than a decade of dedicated service to barristers and understands the daily demands you face. Our small, boutique firm is built on close relationships. We work directly with you and immerse ourselves in doing what is right, including solving your financial challenges…
Amid ongoing uncertainty and numerous responsibilities, you might find it difficult to plan ahead. If you are contemplating where to begin with your financial strategy, your end goal is a great place to start.
As your financial professional, we will provide structure by looking ahead and regularly reviewing your plans to ensure they remain on track.
As the self-assessment deadline and fiscal year-end approach, tax concerns loom large for self-employed professionals.
Leveraging annual pension allowances is a tax-efficient way to save, especially for those in higher tax brackets. We also consider Capital Gains Tax and ISA allowances in crafting strategies tailored to your specific needs.
With interest rates rising at the fastest pace in 40 years, it is important to maximise any interest rate and mortgage deals.
We review your savings to ensure they are in appropriate accounts across different institutions. Although we do not provide mortgage advice, we will still discuss this with you to ensure you take advantage of rates when your current deal ends.
When did you last have a financial health check on your existing pensions? If it has been a while or never, this presents an opportunity to organise and review your pensions, especially given recent changes in Annual and Lifetime Allowances.
As a specialist in dealing with barristers’ retirement plans, our goal is to provide you with financial security now and in the future.
In life, you get what you pay for. While taking control of your investments can seem empowering and keep you in control, it also comes with risks and takes up precious time.
A benefit of working with a boutique financial planner is that we identify what is appropriate for you and get to know your objectives. That way, we make the right investment decisions based on our years of experience.
We care about your future; therefore, we are willing to have a phone call with anyone who contacts us. We will take you through our discovery meeting and online onboarding system without incurring any costs. It is the least we can do to support you.
Get in touch or scan the QR code for more information 0345 50 53 500
Trust Delaunay Wealth to stand by your side amid the uncertainties ahead, writes Lloyd French
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