Whether you’re an active investor, a diligent saver or your financial situation has taken a sudden change, Yottol’s Financial Advisor Network will help you get a clear view on the present
and a strong plan for the future.
Financial advisors on our network have the required skills, qualifications and experience to provide the right kind of advice.
VETTED
ADVISOR
NETWORK
1
Search for an advisor near you.
2
Book a call back to determine if advice is right for you. If it is, they come and personally meet you or advise you over a call.
3
Just say the word and we’ll help you secure your future by putting your plan into action
Saptarshi Das
Adam has over 30 years’ experience in the Financial Services, and began his career with Yottol in 2001. He has achieved Chartered status with the Chartered Insurance Institute (CII), become a Fellow of the CII and was subsequently promoted to the role of Senior Financial Adviser.
Client Feedback
"
We are in no doubt that the decisions we have made as a direct result of our regular and insightful reviews with Adam have made a significant contribution to the increasing value of our portfolio.
"
Saptarshi Das
Adam has over 30 years’ experience in the Financial Services, and began his career with Yottol in 2001. He has achieved Chartered status with the Chartered Insurance Institute (CII), become a Fellow of the CII and was subsequently promoted to the role of Senior Financial Adviser.
Client Feedback
"
We are in no doubt that the decisions we have made as a direct result of our regular and insightful reviews with Adam have made a significant contribution to the increasing value of our portfolio.
"
Saptarshi Das
Adam has over 30 years’ experience in the Financial Services, and began his career with Yottol in 2001. He has achieved Chartered status with the Chartered Insurance Institute (CII), become a Fellow of the CII and was subsequently promoted to the role of Senior Financial Adviser.
Client Feedback
"
We are in no doubt that the decisions we have made as a direct result of our regular and insightful reviews with Adam have made a significant contribution to the increasing value of our portfolio.
"
Why Most People Fail at Financial Planning! It's not what You Think! | Mo Hasan | TEDxAshburnSalon
The Wealth Management Formula
All the financial advice you’ll ever need fits on a single index card
Role of a Financial Advisor
A move to #yan offers new opportunities for you to grow, develop and become even more successful. Join us, and you will automatically become a member of a unique community.
Our network is built on the principle of ‘community’, where everyone plays an important role and is recognised for the important contribution they make.
We believe financial advice is one of the most important professions you can embark upon, and that its rewards should reflect the value you offer your clients. If you want to increase your earnings, we can help you achieve that goal.
With #yan, your career path is up to you.At the outset, we’ll help you hone your existing skills, and provide opportunities to broaden your knowledge and train for licences in new financial advice areas should you wish.
If you want to take your financial advice business to the next level, our business development can help you achieve your goals. If you want to grow your advice business, but don’t know where to start, we’ll help you plan your journey – and support you every step of the way.
Our network is built on the principle of ‘community’, so we encourage all of our Partners to get involved with our adviser groups, regional events and fundraising activity. With #yan, there’s no need to feel isolated.
We want to help you build a strong, sustainable business. We’ll help you make choices that reflect your aims and your client base, and help you take your business where you want it to go.
