Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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Pensions Advisers
Mortgage Advisers Ethical Advisers Long Term Care Female IFAs
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| Yellowtail Financial Planning Ltd  Address: 4 Lombard Street, London, EC3V 9HD Telephone: 020 7933 8670 E-mail: fp@yellowtail.co.uk  Visit our Web
Site: www.yellowtail.co.ukContact: Dennis Hall General Information AN EXCEPTIONAL APPROACH… Yellowtail value planning over selling. Articulating your dreams and developing financial strategies to achieve them often takes time. Most of our effort is focused on understanding you and your goals, then creating financial strategies to help you achieve them. The implementation of these strategies is but a small part of the process, yet this is where advisers traditionally receive their commission. No wonder financial planning has for so long taken a back seat to the art of selling financial products. DELIVERED BY EXCEPTIONAL PEOPLE Yellowtail Financial Planning was founded by Dennis Hall, a Chartered Financial Planner. A host of Money Management Financial Planner of the Year awards are testament to his skills. At Yellowtail, he has created a team of like-minded people who value the esprit de corps, camaraderie, integrity and honesty that run through our entire business process. Our team hold an array of professional financial qualifications which are constantly updated, ensuring our knowledge remains current and relevant. Yellowtail is also one of the first businesses to be awarded the highly coveted Chartered status. TELL US YOUR PASSIONS, YOUR PLANS, YOUR AMBITIONS FOR THE NEXT STAGE OF YOUR LIFE... When we know what you want, we can work out how much you need. Then we devise a financial strategy to achieve this taking into account your individual circumstances, investment ethics and attitude to risk. Throughout the life of your plan, we’re here to fine tune things and make your dreams come true. AND WE’LL HELP YOU ACHIEVE THEM You will be offered strategies that are right for your needs, not ours. As a fully independent company, we are not tied to any product, insurance company or fund manager. We simply look for the best solutions. Nor are we swayed by the temptations of commission at your expense. Instead, we are fee based and everything we do is fully transparent. We are answerable to you, the Financial Services Authority and no-one else. TAKE A FREE VIEW We’ll cover the cost of the first meeting, so you can explore, without any obligation, just how much you could achieve. To arrange a convenient time, call 020 7933 8670 |
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