“… my finances are more solid and well thought out. I have a coherent plan, with my finances and financial thinking in order.”
I went with a very specific request about pensions but Dennis went into the bigger life picture; he explored my consultancy business, how successful that would be, and also my other chalet business, and where would be the most useful place to spend my time. Nothing was in it for them, but it was a massive value add. I feel my finances are more solid and well thought out. I have a coherent plan, with my finances and financial thinking in order. They work on the bigger picture down to the little things. They’re totally professional in following through, picking up on the little things. For all those reasons I absolutely trust them. And I don’t do that easily!
“… attention to detail is exemplary and he is supported by a small but extremely efficient team who share his values.”
Dennis seeks to focus on the whole person and not just the immediate problem. As a result his advice is much more holistic. He never attempts to “sell” product. Instead he focusses on ensuring the right asset allocation and then attempts to secure this in the most advantageous manner. He tries very hard to get the fullest understanding of his client’s true needs and will then carefully consider the appropriate solution. There are no quick fixes. His attention to detail is exemplary and he is supported by a small but extremely efficient team who share his values. I believe he also offers very good value.
“The relationship with Dennis has been extremely open and positive; he has always given the impression of understanding exactly what we want to achieve…”
The relationship with Dennis has been extremely open and positive; he has always given the impression of understanding exactly what we want to achieve and our scepticism of some financial advice. Quality is only marked down to three stars, as we are only a couple of years into the relationship. If it works as I expect, this mark will become 5.
The best way to do this is to give an example of our most recent interaction. Dennis’s approach to a very stressful period of important financial decisions for me showed him at his best. He swiftly analysed and clarified my complicated position under a tight deadline while using his understanding of my character and individual needs in terms of long term planning. His advice helped me reach a decision that I made with peace of mind and full confidence in his professional knowledge and personal integrity.
As well as ensuring he has a full understanding of a client’s financial situation, Dennis also puts great emphasis on establishing risk appetite and broader lifetime goals, and factors those into the overall planning process. He and his team quickly respond to questions or issues that may come up, and you get a comfortable feeling that he is aware of you as an individual, and tailors solutions to meet your needs.
Dennis and his close knit team understand my requirements and tailor my investments accordingly. He has a great sense of social responsibility, always acts with integrity and is very easy to communicate with. He is highly respected within the industry and has a high knowledge all financial matters
Understands my financial situation well and how to achieve goals. Always on hand to explain any financial query. Gives an excellent personalized service
We had a ‘pension pot’ to invest that was most likely at the smaller end of investment sums that Dennis handles. That was not apparent from the service provided by him and his team, in fact we always left meetings feeling that we were the most important clients on his books. Naive questions were answered with patience and an appropriate level of detail, perhaps most important at no time did we feel we were being ‘sold to’, rather that all the information was being supplied and then it was up to us to go away and decide if and how to proceed.
Keeps in contact with me, answering my many and frequent ignorant questions, without ever making me feel that I should be more aware of my finances. He and his staff are excellent in reassuring me that my money is in safe hands and I trust him that he is doing the best for me.
Dennis provides clear and comprehensive advice. The regular review meetings give us a long term financial perspective and a valuable action list of opportunities to consider. He and his team are very responsive and are always eager to help.
Excellent knowledge of the client coupled to practical and efficient advice. Interested in getting the level of service right and offering a range of sound ideas.
Dennis always provides a clear and understandable plan of our financial position at our annual meeting. We know where we are now, and we know where we want to end up in the future. He has a great understanding of our risk appetite and always advises with an eye to our long term objectives.
Clear advice. No unnecessary complications
Has a values based approach in the way he runs his business and deals with clients and this is reflected in what he does and how he does it. Provides straight forward clear advice. Has annual review meetings but can also be contacted throughout the year Uses a lifestyle planning tool and explains the possible consequences for the client and the decisions you may wish to consider and take. Provides interesting information about the bigger picture for example the Annual Wealth Summit which have been amazing. Very clear about the risks and the need for a long term approach. All the Yellowtail team are friendly, efficient and professional
Dennis is easy to talk to, does not baffle you with jargon and fills you with confidence. In short, he is everything you could want from someone who is helping to shape your financial future.