Exeter (Head Office)

Ground Floor
11-15 Dix’s Field
Exeter
EX1 1QA
United Kingdom

Phone: 01392 715 190
Email:  ask@yellowtail.co.uk

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About Yellowtail Financial Planning

Discover everything you need to know about us. From who we are, what we do, and how we approach our work.

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Our founder Dennis Hall.

Learn more about out founder Dennis Hall, from his beginnings in the Royal Marines to launching Yellowtail Financial Planning.  

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Why we exist.

Purpose

Our purpose is to empower clients with financial choice, turning their retirement goals into reality. Through transparent, unbiased conversations, we build trust with both clients and business partners.

Mission

Our mission is to serve individuals who seek active engagement with their finances, allowing them to build sustainable lifestyles and achieve lifelong financial independence.

Vision

Our 2035 vision is to have partnered with 500 families, couples, and individuals, guiding them to attain lifelong financial independence that not only endures but also enriches future generations.​

“ We are proud of the values we live by which separate us from other financial planning organisations.
Dennis Hall - Founder, Yellowtail
OUR VALUES

We keep the client at the centre of the conversation, not their money.

We prioritise the client above all else, placing their needs, aspirations, and well-being at the heart of every conversation and decision. It’s not just about money; it’s about their financial journey and ultimate peace of mind.​

OUR VALUES

We build all our relationships around dignity and respect.​

Our foundation is built on the pillars of dignity and respect. In every interaction, we honour individuals and relationships, fostering an environment of trust where everyone thrives, feels valued, and is heard.​ 

OUR VALUES

We provide simplicity and clarity.​

We champion simplicity and clarity in all that we do. We remove any unnecessary layers of complexity, ensuring that our clients can navigate their financial journey with ease and confidence​.

OUR VALUES

We empower financial choices.​

We empower our clients with the clarity, confidence, and control needed to make informed financial decisions. Through our guidance, they gain the knowledge and tools to shape their financial future with conviction.​

“ You work hard over many years to achieve financial success and independence, naturally you want to protect it by making smart choices with your money.
Christian Olesen - Financial Planner, Yellowtail

Our financial planning philosophy – The three Cs

Our financial planning aims to:

Empower you with clarity regarding your desired outcomes.

Equip you with the necessary information for maintaining control.

Instil confidence in the decisions you make.

Click to learn more about our 3C financial planning philosophy

Our pricing.

Clarity and value are at the heart of our pricing. Recognising that our clients have diverse needs and aspirations, we tailor our pricing to your individual financial needs.

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Our process.

Embark on your path towards the retirement you want with four straightforward steps. At each stage, we’ll give you the confidence, clarity, and control you need to attain your goals.

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Award-winning financial planning.

Over the years our financial planning has received industry accolades for the depth and quality of advice
we provide to our clients. View some of the recognition we have received.

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“ Meet the people at Yellowtail who work with you to turn your financial goals into reality.
Sarah Steele - Operations Director, Yellowtail
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Dennis Hall

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Sarah Steele

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Christian Olesen

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Akiko Otomo

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Clare McCarthy

Contact us.

 If you would like to discuss your financial situation, simply get in touch to book a meeting at a time that’s convenient for you.

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