YELLOWTAIL FINANCIAL PLANNING LIMITED
Company number 04749438 · Monitor this company
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Shareholders' funds
£333,669
Balance sheet as at 2025-03-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2003-04-30
- Employees
- 6 (2025 accounts)
- Registered office
- Ground Floor, 11-15 Dix's Field, Exeter, Devon, England, EX1 1QA
- Postcode
- EX1 1QA
- Capital
- 10,002 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-04-30
- Next due by
- 2027-05-14
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
- 66220 Activities of insurance agents and brokers
- 66290 Other activities auxiliary to insurance and pension funding
Officers 3 current · 5 resigned
Contact details
- Website
- yellowtail.co.uk
- Phone
- 01392715190
Financial planning & wealth strategies for UK clients. Experts in estate planning, pension transfers, and investment management for a prosperous retirement.
Previous company names
| Name | Date changed |
|---|---|
| HALL WESTEL LIMITED | 2006-02-14 |
Previous registered addresses 2
| Address | Changed on |
|---|---|
| 4 LOMBARD STREET, LONDON, EC3V 9HD | 2017-07-03 |
| 31F RANDOLPH CRESCENT, MAIDA VALE, LONDON, W9 1DP | 2007-04-29 |
Among its peers
Top 25%
by shareholders' funds, of 115 similar companies in EX
Among the biggest employers among its local peers (6 staff).
Among the oldest 25% of its local peers, trading since 2003.
No.15 of the largest financial intermediation not elsewhere classified companies in Exeter →
Competitors Exeter
This company ranks 15 among financial intermediation not elsewhere classified in Exeter.
The class of 2003
34%
of the 1,482 companies in this sector incorporated in 2003 are still active today; 64% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 1 title
- Leasehold
- 1
- Most recent registration
- 2020-07-22
- Where
- Devon
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| DN727840 | Devon | Leasehold | 2020-07-22 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.