The story

Yellowtail Financial Planning is an independent firm looking after the affairs of a small number of individuals and families. We manage people’s wealth, and give advice on a range of matters.  Everything we do is based on the financial plans we produce for all our clients.

Many firms managing wealth today concern themselves only with the assets you have today. Our way looks at how your assets need to support you and your lifestyle into the future, so that you can use that knowledge to inform the financial decisions you make today.

Each of our clients has found the financial planning approach to be enlightening and informative, providing them the degree of clarity they need to make good financial decisions.

Our company remains small enough to provide an individual and personal service, a size where every one of us knows every client. We have no desire to become so large that a client becomes an account number rather than a person.