About Us
Yellowtail is an original and different name for a financial planning firm and we strive to be as equally original and different when helping clients handle their money. Sometimes the difference is obvious, like our departure from the typical commission led sales culture, and at other times it's less obvious but just as important.
If you choose to work with us you will soon notice that Yellowtail has an unusual attitude to your present and future wealth. People talk about thinking outside the box. We never had a box in the first place. Inspired by the Japanese notion of Haragei, we prize intuition and avoid complication. And we never forget it is your money. But our business helps you handle it wisely.
On the following pages you will read about what makes us original and different. We talk about our culture and our values, our people and our business, and why we focus on planning and strategy rather than products to improve people's emotional and financial well-being.
We also explain our four step approach to financial planning, and why we believe most other financial advisers are doing it wrong. If you like what we're saying and share the same values, and would like to know more then simply contact us to receive more information. We would be pleased to hear from you.
Sophie Stewart - London
