Yellowtail Financial Planning
Financial Services • 
London, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 1 King Street, London. Exeter, EC2V 8AU, GB |
| Phone number | +441392715190 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Lifestyle Financial Planning, Tax & Estate Planning, Family Wealth, Nhs Pension Scheme |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contacts at Yellowtail Financial Planning
Sarah Steele
Operations Director
Dennis Hall
Managing Director And Chartered Financial Planner
Yellowtail Financial Planning Email Formats
Yellowtail Financial Planning uses 2 email formats. The most common is {first initial} (e.g., j@yellowtail.co.uk), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@yellowtail.co.uk | 71.4% |
{first name} | john@yellowtail.co.uk | 28.6% |
About Yellowtail Financial Planning
Yellowtail Financial Planning is an award winning firm of financial planners, with specific experience in Financial Life Planning. Based in Exeter and London, the people in our team bring their own specific talents to the mix, but first and foremost, they’re people who enjoy helping other people. Our mission is to make the process clear, transparent and straightforward. We are financial planners, and our modelling gives you information and insights about your long-term financial situation that you may not have had previously. Our 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.
Yellowtail Financial Planning revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Yellowtail Financial Planning has 6 employees across 5 departments.
Departments
Number of employees
Funding Data
Yellowtail Financial Planning has never raised funding before.
Yellowtail Financial Planning Tech Stack
Discover the technologies and tools that power Yellowtail Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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