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117-page Tax Guide

Independent Financial Planners

Delta Financial Management plc

We are Independent Financial Advisers offering advice on all aspects of Corporate and Personal Financial Planning

• We specialise in advising shareholding directors, partnerships and sole traders
• We provide solutions to Financial Advisers on complex areas of pension transfers and pension legislation
• We offer personal investment advice on both onshore and offshore investments
• Comprehensive financial planning with advice on Pensions, Investments, Life Assurance and related areas of taxation

“The Delta Promise”

One of the key reasons for seeking advice is to gather information on a subject you have little or no knowledge of or to re-inforce knowledge you already have. If when you have paid for that advice you find that you have not got what you wanted or do not understand what you have been advised then you have wasted your time and money, when ironically your aims may have been to save time and money. To ensure that you are completely satisfied we have a unique pledge for all our clients…

“If you are not 100% satisfied that you understand and can act upon the advice we provide, we will, at our expense, discuss the issue either face to face, by phone or in writing. In the event that we cannot resolve your issue we will refund any fee we have received for that individual piece of advice and terminate our agreement with you.”