Sarah Steele Email & Phone Number

As Operations Director at Yellowtail Financial Planning, I get to employ a whole range of skills, gathered over 20 years of working in the financial services industry.Dealing with all non-regulated aspects of the business, my day can see me working on our marketing strategy, developing new business, discussing our team culture, monitoring our client service proposition or recording a podcast! Building and maintaining strong business relationships, developing and implementing strategic plans, and leading and empowering a diverse and talented team gives me a great deal of job satisfaction. And, of course, our mission, as a team, is to simplify, clarify, and demystify the world of financial planning for our clients, and to help them achieve their financial goals and aspirations.

Listed skills include Wealth Management, Private Banking, High Net Worth Individuals, Relationship Management, and 13 others.