Dennis Hall - Yellowtail Financial Planning Limited
4 Lombard Street, London, EC3V
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Type of Adviser:
Independent
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Top 5 specialisms:
SIPP, Inheritance Tax, Tax Planning, Pensions
Qualifications:
None currently on record
Years as a regulated adviser:
52
Remuneration method:
Fee
FSA Registration Number:
448410 (Check this)
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.
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 share 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.