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Google Rating
4.9
Based on 73 reviews
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Yellowtail Financial Planning

Location: London

Medics Money Verified

Free initial first consultation


Review
Our NHS specialist team, headed up by Mushtaq Jaigirdar, has over 15 years experience advising doctors and dentists. Our aim is to break down the complexities of the NHS pension scheme and guide our clients towards a clear, secure financial future. Allowing you to focus your time where it is needed most. Our clients value our help with mitigating potential charges around the annual allowance (AA) and the lifetime allowance (LTA). And our financial planning service provides clarity and confidence for your future financial independence.

Services offered:

  • Estate planning
  • Investment advice
  • Life Insurance and Income protection
  • NHS Pension advice
  • Private Pension advice

Reviews


financial advice

A

GP - General Practitioner locum
GP

Yellowtail Financial Planning Replied: Thank you for your kind review.



Gave me good quality and easily understandable advice

Gemma

ST7+
Paediatrics and child health



Mushtaq is very knowledgeable about the NHS pension scheme, Scheme pays and Annual Allowance tax. He gave me practical advice on how to adjust my job plan accordingly. He explained matters clearly to me with all the available options, therefore I felt that I made informed decisions. He is very responsive to queries and gives bespoke advice. I trust his judgement.

Emily

Consultant
Anaesthetics

Yellowtail Financial Planning Replied: Hello Emily Thanks so much for  your kind review. It is much appreciated. Mushtaq



Mushtaq did a very thorough review of all our affairs as a couple. Showed us visual graphs of different options for potential retirement plans and plotted potential changes on it. He advised on different savings options. He listens to our needs and adapt his advice according to our needs. He is prompt in answering questions and made us feel valued customers. He comes highly recommended.

Catherina

Consultant
Anaesthetics

Yellowtail Financial Planning Replied: Thank you very much for the kind review.