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

Friday Night Takeaway: It's the return of the banks

Friday Night Takeaway: It's the return of the banks

The news editor's Friday Night Takeaway from 10 July

Isabel Baxter
clock 10 July 2026 • 3 min read
Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

PFS president and chair joins Professional Adviser in the studio

Professional Adviser
clock 10 July 2026 • 1 min read
FCA spotlights vulnerability in latest Consumer Duty review

FCA spotlights vulnerability in latest Consumer Duty review

Treatment of vulnerable clients still an area of improvement for firms

Sophia Panayi
clock 10 July 2026 • 2 min read