Yellow Capital Investment & Financial Planning Ltd

Independent Financial Adviser  Regus, Second Floor, London, Greater london, W1J 6BD
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Commercial mortgages
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020
Meet our advisers
Tuija Takieddine T
Senior Consultant
Paul Shadbolt
Senior Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Glyn Williams .
Investment Analyst

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Haydn Ellwood ACSI
Chief Investment Officer

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

At the end of this unit, candidates should be able to demonstrate an understanding of: how the economic environment and individual company performance affects investment performance and investment decision making; how risk is measured and managed; the main principles governing how to construct an investment portfolio; the range of investment management services, how their performance is evaluated and their regulatory environment.

Anthony McGarel Groves R
Director
About us

Yellow Capital Wealth Management provides a high level and unbiased advisory service to HNW individuals. Yellow Capital prides itself on being pioneers in the field of integrated wealth management services that include being a fee based independent financial adviser and an unbiased investment adviser.
Yellow Capital is a wealth management boutique and our focus is on being highly specialised in our chosen area of expertise. Our business model is client friendly and our service is of the highest standard.

Our services

With expertise in financial planning and investment portfolio management, we offer sound investment advice, tailored specifically to your needs and financial situation. Working in co-ordination with bankers, trust & estate practitioners, legal counsellors and taxation specialists, we aim to manage your wealth in as convenient and efficient a manner as possible.

Where to find us

Regus, Second Floor, Berkeley Square House, Berkeley Square, Greater London, London, W1J 6BD

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 17th February 2020

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