Helping You Make the Most of Your Finances, for a Brighter Tomorrow
Established in 1980, Delta Financial Management Limited has spent over 40 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. Our team of experienced financial advisers is dedicated to providing a personal and bespoke service to our clients, helping them make the most of their finances and achieve their long-term goals.
Our History
Initially, Delta was formed to provide Life Insurance & Pensions advice to the clients of an accountancy firm, primarily small and medium-sized family-owned businesses. Over the years, our business has evolved into a proactive fee-based firm of financial planners, specialising in a number of areas, including financial planning, British Airways Pension scheme, and life assurance. We believe our passion 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.
Our Services
We offer a wide range of financial services, including financial planning, British Airways Pension scheme, life assurance, and more. Our team of experienced financial advisers will work closely with you to understand your financial goals and objectives, providing tailored advice and guidance to help you achieve them. We are committed to providing a personal and bespoke service, and our team approach to advising ensures that our solutions are robust and consistent.
The Delta Guarantee
At Delta, we understand that it can be difficult to differentiate between firms of Financial Advisers unless referred by an existing client. That's why we go one step further and believe that clients should clearly understand the advice they are paying for. We pledge to all clients that if they do not understand the advice they have been given, we will at our own expense go through the advice again, and if the client is still not happy, we will refund any fees relating to that advice.
Meet Our Team
Our client base is wide and varied, including 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. Our team of experienced financial advisers and support staff is dedicated to providing a personal and bespoke service to our clients, helping them make the most of their finances and achieve their long-term goals.
Customer Service Experience
The reviewer, Patricia Lummis, has given a 5-star rating to the company, primarily due to their excellent customer service. This aspect of the company's service has been highlighted as a key strength, particularly in comparison to other companies that have failed to deliver in this area.
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