Yellowtail Financial Planning Limited

Reference number: 1010612

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Acts as a payment agent

This firm does not hold FCA authorisation of its own. It acts as a payment agent under another firm's authorisation.

This is one of the company's FCA records. It separately holds full FCA authorisation under FRN 448410 →.

Responsible principal firm

Moneyinfo Limited Reference number: 806043 Registered View firm →

Same company

This company holds another FCA record

A company can hold several FCA records, covering different parts of its business, and each one carries its own permissions and protection. The reference number you were given decides which record applies to you.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

  • No website on the FCA register

  • Verified phone number

    01392 715190

  • Verified address

    Ground Floor, 11 - 15 Dix's Field, Exeter, Devon, EX1 1QA, United Kingdom

Company details

From the company's Companies House record.

Company number
04749438
Company status
Active
Company type
Private limited company
Incorporated
30 April 2003 (23 years old)
Registered office
Ground Floor, 11-15 Dix's Field, Exeter, Devon, EX1 1QA, England
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)
  • Activities of insurance agents and brokers (SIC 66220)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Dennis Guy Hall Director Jul 1959 30 Apr 2003
Sarah Steele Director Jun 1974 1 Jan 2024
Akiko Otomo Secretary Not published 8 Jan 2014

Check on the FCA register → Report a scam →

Activities and protection

What the record covers, and how you are protected

  • Protection works through the principal
    This firm acts as an agent of an authorised payment or e-money firm rather than holding its own authorisation. FSCS does not protect money held by an agent. Funds should be safeguarded by the principal, and the Financial Ombudsman Service may still be able to look at a complaint.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Yellowtail Financial Planning Limited FCA authorised?
Yellowtail Financial Planning Limited (FRN 1010612) is on the FCA register as an agent of an authorised payment or e-money firm. It does not hold its own authorisation: it acts under the principal's, and the principal is responsible for the money.
Is my money safe with Yellowtail Financial Planning?
Yellowtail Financial Planning is an agent, so it does not hold its own FCA authorisation and FSCS does not protect money held by an agent. Your money should be safeguarded by the authorised firm it acts for. You can still refer a complaint to the Financial Ombudsman Service, which may be able to look at it.
Is Yellowtail Financial Planning a scam or clone?
Yellowtail Financial Planning is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Yellowtail Financial Planning's Firm Reference Number (FRN)?
Yellowtail Financial Planning's FRN is 1010612. You can verify it on the FCA register.