Yellowtail Financial Planning

What's the difference between someone who says they're a Wealth Manager, compared to an Asset Manager? Or the difference between an Investment Adviser compared to a Financial Adviser? In our experience it's simply the amount of money they'll manage for you, and the inverse relationship to any planning you'll receive.

Every family hopes to pass their advantages to future generations. Not only the material and financial assets they've accumulated but also knowledge and experiences acquired along the way. They want their wealth to inspire future generations to go forward into the world and achieve great things for themselves.

The UK has one of the most complex and opaque tax codes in the world - it costs more than 11billion just to operate it (that's equivalent to nearly 180 for every man, woman and child - simply to collect it). Compared to your home or your pension, tax can easily be your biggest single cost. It's taken from your earnings, your investments, and ultimately, your estate.

Only a small number of people make 'investing' their job. Everyone else approaches it with varying degrees of excitement, fear, skill or recklessness. Almost everyone we've ever met has a story to tell about the 'cycle of investment regret' - investing in something at a high price and sometime later selling it for less.

Clients choose Yellowtail because we give them the three key things they want from their financial adviser: clarity about their financial position now and in the future; guidance about how best to plan ahead; and a relationship of trust to support them and their families along the way.

Today you are unlikely to complain about a shortage of information - type a question into a search engine like Google and in less than one second it returns millions of results and links to answers.Today we complain about too much information, and how difficult and time consuming it is to filter good and relevant from bad and irrelevant.