About Us
You are probably thinking that Yellowtail is an unusual name for a financial planning firm, and when you work with us you will find that Yellowtail has an unusual attitude to your present and future wealth.
Sometimes the difference is obvious, like the transparency of our fees compared to the opaque world of sales commission, and at other times it's less obvious - but just as important. Ultimately we’re different because the work we do with you isn’t about money - it’s about you. So when other advisers charge you based on how much of your money they have under management, they’re thinking about the money. Our fees reflect the work we do and the value we create; not how much money you’ve got. Other advisers often talk about thinking outside the box. We never had a box in the first place.
We listen to our clients when they talk about their dreams and aspirations, about their fears and concerns, and their need security and independence. Whilst it might look as though we’re in the money business, we’re really in the people business. And being in the people business means that we employ people who naturally relate to others, who empathise and understand, and who also have the financial skills to provide quality advice. They’re a rare breed and you can read more about the people who work at Yellowtail by following the our people links.
Elsewhere on this site we explain our four step approach to financial planning, and why we believe most other financial advisers are doing it wrong. By understanding what we do and how we do it we hope you will gain further insights into our business. Do you like what we're saying; do we share the same values?
If you would like to know more then simply contact us to receive more information. We would be pleased to hear from you.
Sophie Stewart - London
