Financial Planners Elite

Directory of the Leading UK Financial Advisers

Dennis Hall

AIFP APFS

CHARTERED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mr
First name
Dennis
Last name
Hall
Qualification Letters
AIFP APFS
Status
  • CHARTERED FINANCIAL PLANNER
Gender
Male
 

Contact Details

Job Title
Managing Director
Organization
Yellowtail Financial Planning
Company logo
Phone
020 7933 8670
Business address
4 Lombard Street
Town/city
London
Postcode
EC3V 9HD
Local postcode area
EC
Region
England - South East
Regions served
  • Select
  • Office based only
Other postcode areas served
  • E
  • EC
  • N
  • NE
  • NW
  • S
  • SE
  • SW
  • W
  • WC
  • Other
 

Financial Planning Service

Our Service in Brief
At Yellowtail, we create personalised financial strategies for the next stage of your life. So we start by talking about your passions and plans for the future. This lets us work out how much you need to live the life you want. Then we devise the strategy to reach your fund total - your personal 'magic number' - based on your individual circumstances. And throughout the life of your strategy, we’re here to fine tune your fund and make your dream come true. Ready to enjoy your future? Learn more about who we are and how we can make it happen.
About our Service
With something as individual and important as financial security and independence there is no "off the shelf" instruction manual. As a result, people develop financial strategies based on fear, greed, ignorance and inertia - rarely a guarantee of success, and leaves people feeling frustrated, short-changed and fearful about their long term financial security.

At Yellowtail we believe that everybody should have their own financial planning manual, which is what our four step process provides. Because each client has different goals and different resources, each manual is as unique and individual as our clients.
Services include:
  • Comprehensive financial planning
  • Lifestyle financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
  • Pension transfers
  • Pensions and divorce
  • Other
Specialist in
Lifestyle financial planning
 

Personal Information

Background
Dennis Hall is a leading Life Financial Planner; one of only a handful of UK based Kinder Institute accredited Registered Life Planners®. Alongside financial planning, life planning helps Dennis's clients to discover and articulate goals and aspirations more clearly, and enables Dennis to tailor financial strategies to attain them.

Dennis's financial planning skills have earned him accolades like Money Management's Retirement Planner of the Year 2007 and Investment Company Planner of the Year 2008, dubbed the Oscars of financial planning by the BBC's Panorama programme. He is also a holder of the relatively new Chartered Financial Planner qualification. Dennis appears regularly on TV and radio and is often quoted in the financial sections of the quality newspapers.

Dennis established Yellowtail so that he could provide the kind of advice and service he felt was lacking in other financial services firms. He is passionate about helping his clients see their big picture, and believes that financial advice isn't simply just about money.
Interests
Outside of the office Dennis is gradually building a collection of contemporary art, and at weekends can often be found in one of London's many galleries. He is also learning the clarinet. Regaining the levels of fitness he had when he was a Royal Marine is probably a challenge too far but he has recently committed to cycling from Lands End to John O'Groats in March 2010 - so his love of fine dining and fine wine has subsequently taken a back seat.
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