Our primary office is in Hertfordshire although we also have offices in London and Buckinghamshire available to us.

Background

Initially Delta was formed to provide Life Insurance & Pensions advice to the clients of an accountancy firm which were primarily small and medium sized family owned businesses. The business was very much reactive and on a transactional basis as and when it was required. Today the firm has evolved into a proactive fee based firm of financial planners specialising in a number of areas and has become the trusted adviser for many of our clients and their families in all areas of their financial lives.

We believe the passion we have for helping our clients make the best decisions possible, along with a relentless commitment to detail, has driven us and continues to motivate us today.

The Delta Guarantee

It is sometimes difficult to differentiate between firms of Financial Advisers unless referred by an existing client. Many will outline their high service standards, qualifications and experience but Delta go one step further and believe that clients should clearly understand the advice they are paying for. Delta reassert this with a pledge to all clients that if they do not understand the advice they have been given, Delta will at their own expense go through the advice again and if the client is still not happy they will refund any fees relating to that advice.

Our client base is wide and varied. Personal clients, corporate clients, UK and Non UK Domiciliaries. Our business comes from referrals from existing clients or professional connections such as accountants and solicitors.

The Personal Touch

Delta is built around a team approach to advising and whilst our clients have an adviser and an administrator assigned to them, on many occasions more than one adviser will have input into the planning process to ensure our solutions are robust and consistent.