+44 (0)20 8207 4860 advisers@deltafinancial.co.uk

About Delta Financial

Find out more about us

Established in 1980, Delta Financial Management Limited has spent over 35 years providing independent financial planning advice to clients.

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.

KEY PERSONNEL

Amin Malik BSc, DIP PFS

Amin Malik BSc, DIP PFS

Shareholder, Director and Adviser

Amin joined Delta in 1992 after completing a degree in Economics and Accounting at Bristol University. Within our industry, Amin has gained a… 

Petra Warner

Petra Warner

Senior Client Relationship Manager

Petra joined Delta in 2002 and after moving away in 2008 and leaving a few years later re-joined us in 2016. Hopefully, this gives a good indication we…

Sarah Miller

Sarah Miller

Senior Client Relationship Manager

Sarah joined Delta in 2014 and works alongside Dan in supporting Jarrod with his clients. She looks after mainly personal clients and has…

Jarrod Ellis DIP PFS

Jarrod Ellis DIP PFS

Shareholder, Director and Adviser

Jarrod joined Delta in 2001 having started in the financial services industry in 1998 with General Accident and then Norwich Union. Jarrod worked…

Richard Bennett

Richard Bennett

Office Manager and Compliance Officer

Richard joined Delta in 2001. Before joining Delta he worked for Swiss Re and Canada Life. Richard’s team provides the link between our…

Daniel Quirk

Daniel Quirk

Senior Client Relationship Manager

Dan joined Delta in 2007 from Norwich Union and has developed into a key member of the support team. He deals with a wide range of both…

Nigel Cemm BSc (Hons)

Nigel Cemm BSc (Hons)

DIP PFS – Adviser

Nigel joined Delta in early 2010 and has a keen interest in investment markets and pension schemes. Nigel has an impressive CV having been…

Dean Shuttleworth

Dean Shuttleworth

IT Manager and Senior Client Relationship Manager

Dean joined Delta in 1995 and provides support in a number of key areas within the business…

Billie Silvester

Billie Silvester

Senior Client Relationship Manager

Billie joined Delta in 2007 from a firm of chartered accountants. Billie is back from maternity leave working three days a week on a flexible basis… 

Deepa Amrania

Deepa Amrania

Trainee Client Relationship Manager

Deepa joined Delta in 2017 from the University of Hertfordshire having gained a degree in Accounting and Finance. She has easily integrated…