Our Financial Planning Team
Meet the people who work with you to turn your financial goals into reality
Meet the people who work with you to turn your financial goals into reality
Sarah joined Yellowtail in 2021 to take on our Marketing and Business Development. In 2023 she became Yellowtail’s second director and now heads up all non-technical aspects of the business as Operations Director.
Sarah came to Yellowtail from Coutts Bank in Central London where her team looked after high-profile clients in the sports and entertainment industry. Relationship management sat at the heart of the role and she developed a deep understanding of how people interact with their money.
A move to Devon with her family meant a change of direction and a search for a company that shared her values. When Sarah met Dennis it was clear they were on the same page.
“At Yellowtail we talk to the person, not their money. It’s not a transactional process. It’s about getting to know our clients and helping them unpack what they truly want for their financial future”.
On a day-to-day basis Sarah’s role covers project management, HR, business development and marketing. By working closely with our team and clients she ensures the business is continually moving in the right direction and remains true to our values.
Sarah’s favourite past times include trail running (often with her two energetic spaniels), beach trips with her family and anything that involves good food and great wine.