FINANCIAL
ADVICE
ON
YOUR TERMS

#yan
Yottol
Advisor
Network

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Gain confidence, get clarity, and stay in control

Get in touch with one of our rigorously vetted advisors now.

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Built around you

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

Advice in 3 Easy Steps (All Free)

1

Locate your advisor

Search for an advisor near you.

2

Meet your advisor

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

Secure your future

Just say the word and we’ll help you secure your future by putting your plan into action

Our Advisors

Saptarshi Das

  • Ahmedabad
  • AUM: 10+ Crs | CLIENTS: 100+

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

  • Ahmedabad
  • AUM: 10+ Crs | CLIENTS: 100+

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

  • Ahmedabad
  • AUM: 10+ Crs | CLIENTS: 100+

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.

"

SEE ALL OUR ADVISORS ON THE NETWORK

Some videos to help you get started

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

Are you a Financial Advisor or Intermediary?
Come join us.

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.

Three reasons why you should join #yan

I Want To Feel Valued

Our network is built on the principle of ‘community’, where everyone plays an important role and is recognised for the important contribution they make.

I Want To Earn More

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.

I Want To Develop My Career

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.

Are you a Financial Advisor Firm ?
Reasons why we should work
together

I Want To Grow My Business

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.

I Feel Isolated From My Network

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.

Join Our Network - The Potential Is Unlimited, The Opportunity Is Clear.