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

CII and PFS celebrate more than 300 chartered graduates

CII and PFS celebrate more than 300 chartered graduates

347 graduate from CII and PFS

Sophia Panayi
clock 21 October 2026 • 2 min read
True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

True Potential Wealth Management CEO calls for 'clear set of decisions' in upcoming Budget

Short-term policy decisions ‘disturb’ advice landscape

Sophia Panayi
clock 20 October 2026 • 2 min read
PFS Festival of Financial Planning to focus on member stories and Next Gen

PFS Festival of Financial Planning to focus on member stories and Next Gen

PFS approaching festival in a ‘more young and vibrant way’

Sophia Panayi
clock 19 October 2026 • 3 min read