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Five minute adviser profile: Jarrod Ellis of Delta Financial Management
by Natalie Fast on Nov 09, 2012 at 11:15
Jarrod Ellis - Adviser - Delta Financial Management
Funds under advice
£155 million
Recurring income %
45%
What is your greatest achievement to date?
Developing a client-friendly proposition that would be understood and embraced by our clients.
What is the next step for the business?
To continue to develop the services we offer our clients, focusing on cashflow management and projections.
Favourite platform
Cofunds: it is easy to use and the administration is good. But with the retail distribution review we see a big shake-up in charges coming from all platforms.
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