Over the years our financial planning has received industry awards for the depth and quality of advice we provide to our clients. Here are some of the accolades we have received.
AWARDS
RUNNER UP
Dennis Hall – Investment Planner of the Year
Financial Planner Awards 2002
AWARDS
RUNNER UP
Dennis Hall – Inheritance Tax Planner of the Year
Financial Planner Awards 2003
AWARDS
RUNNER UP
Dennis Hall – Inheritance Tax Planner of the Year
Financial Planner Awards 2005
AWARDS
WINNER
Dennis Hall – Retirement Planner of the Year
Financial Planner Awards 2006
AWARDS
WINNER
Dennis Hall – Investment Company Planner of the Year
Financial Planner Awards 2008
AWARDS
WINNER
Dennis Hall – Retirement Planner of the Year
Financial Planner Awards 2014
AWARDS
WINNER
Yellowtail Financial Planning – Best Client Engagement
Professional Adviser Awards 2015
AWARDS
WINNER
Yellowtail Financial Planning
Retirement Planner Awards 2015 & 2016
AWARDS
WINNER
Yellowtail Financial Planning – Adviser Firm of the Year (UK)
Professional Adviser Awards 2017
AWARDS
WINNER
Yellowtail Financial Planning – Adviser Firm of the Year (London)
Professional Adviser Awards 2017
