Jarrod Ellis - Adviser - Delta Financial Management
Funds under advice
Recurring income %
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.
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.
Who is your inspiration?
I draw inspiration from many of my peers who strive to make our industry a better place for their clients.
What is your soapbox issue?
Financial education in schools: most people can count to 10 in French but do not understand about budgeting and saving.