My holiday cover tips

We ask advisers for their tips on managing clients when they go on holiday. Today, Dennis Hall of Yellowtail Financial Planning

clock •

We ask advisers for their tips on managing clients when they go on holiday...

Dennis Hall, managing director, Yellowtail Financial Planning: "In my firm I am the main advice provider, but I decided to authorise my paraplanners a couple of years ago to help cope with this problem, as well as to enable them to deal with simple issues when I am otherwise out of the office or unable to immediately deal with client queries. Prior to that I found that my paraplanners could only deal with administrative issues and for urgent queries I would have to maintain an eye on my e-mails even when on holiday in case I had an urgent situation to deal with. Of course, with so...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Budget BADR changes could drive flurry of advice M&A but unlikely to hit valuations

Firms urged not to rush sales

Isabel Baxter
clock 09 November 2026 • 4 min read
Verve Foundation launches financial planning career pathfinder

Verve Foundation launches financial planning career pathfinder

Free tool is for all candidates exploring roles and vacancies

Sophia Panayi
clock 09 November 2026 • 1 min read
Women in Financial Advice Awards 2026: Photo highlights from the night

Women in Financial Advice Awards 2026: Photo highlights from the night

Celebrating the best women in advice and financial services

Professional Adviser
clock 06 November 2026 • 1 min read