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Although we are aware that many barristers have had experience of using a financial planner or an independent financial adviser, it’s surprising the number who haven’t. Even those with prior encounters may not grasp the full extent of the value offered by financial planning.
Our profession has undergone significant transformation over the past three decades. As financial planners, we represent the modern era in the financial services landscape. To allow you to better understand the value of financial planning, we want to further explain the benefits.
When you first think of the value that quality financial planning provides, you think of the financial implications. However, it’s the added benefits and positive emotions which are priceless.
Peace of mind, clarity, security and freedom are just some of the words which we hear repeatedly, and you can’t explain the power of these feelings until you are there yourself. Yes, the financial benefits are what you first come to us for, but it’s those additional emotions which make you understand the value of financial planning.
As financial planners, we seek to fully understand your personal and financial circumstances. Without this understanding, we can’t tailor advice to your needs and requirements.
Initially, we’ll need some input from you, but our ultimate aim is to alleviate all financial stress, allowing you to concentrate on your career and family. We’ll conduct regular reviews and adjust as necessary, establishing a long-term partnership rather than a one-off transaction.
A seemingly simple financial goal might involve several decisions and involve other professionals. We embrace a joined-up approach and we’re always happy to work alongside your professional advisers, particularly accountants, to ensure seamless coordination.
We understand that tax is at the forefront of your mind, so our solutions will be as tax efficient as possible. Due to the way accounting periods are reported for tax purposes is changing, this significant shift is a top priority for us. We’re actively incorporating it into our approach for the upcoming year.
We have a unique charging structure. Our upfront fees are capped, irrespective of your investment amount. The first two meetings are held at our expense, then we charge a fixed fee for a strategic report and any implementation.
Importantly, our fee doesn’t necessarily come out of your taxed income. Instead, it can be drawn from any existing pension or investment pots.
We believe in complete transparency from day one, so visit delaunaywealth.com/our-fees to find out how we charge and the service you will receive.
We care about your future and understand the financial challenges you face as a barrister; therefore, we are willing to have a phone call with anyone who contacts us. It is the least we can do to support you.
Delaunay Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (806635).
You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise, you may not get back the full amount invested.
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.
Although we are aware that many barristers have had experience of using a financial planner or an independent financial adviser, it’s surprising the number who haven’t. Even those with prior encounters may not grasp the full extent of the value offered by financial planning.
Our profession has undergone significant transformation over the past three decades. As financial planners, we represent the modern era in the financial services landscape. To allow you to better understand the value of financial planning, we want to further explain the benefits.
When you first think of the value that quality financial planning provides, you think of the financial implications. However, it’s the added benefits and positive emotions which are priceless.
Peace of mind, clarity, security and freedom are just some of the words which we hear repeatedly, and you can’t explain the power of these feelings until you are there yourself. Yes, the financial benefits are what you first come to us for, but it’s those additional emotions which make you understand the value of financial planning.
As financial planners, we seek to fully understand your personal and financial circumstances. Without this understanding, we can’t tailor advice to your needs and requirements.
Initially, we’ll need some input from you, but our ultimate aim is to alleviate all financial stress, allowing you to concentrate on your career and family. We’ll conduct regular reviews and adjust as necessary, establishing a long-term partnership rather than a one-off transaction.
A seemingly simple financial goal might involve several decisions and involve other professionals. We embrace a joined-up approach and we’re always happy to work alongside your professional advisers, particularly accountants, to ensure seamless coordination.
We understand that tax is at the forefront of your mind, so our solutions will be as tax efficient as possible. Due to the way accounting periods are reported for tax purposes is changing, this significant shift is a top priority for us. We’re actively incorporating it into our approach for the upcoming year.
We have a unique charging structure. Our upfront fees are capped, irrespective of your investment amount. The first two meetings are held at our expense, then we charge a fixed fee for a strategic report and any implementation.
Importantly, our fee doesn’t necessarily come out of your taxed income. Instead, it can be drawn from any existing pension or investment pots.
We believe in complete transparency from day one, so visit delaunaywealth.com/our-fees to find out how we charge and the service you will receive.
We care about your future and understand the financial challenges you face as a barrister; therefore, we are willing to have a phone call with anyone who contacts us. It is the least we can do to support you.
Delaunay Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority (806635).
You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise, you may not get back the full amount invested.
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