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Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

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Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Finalists in the IFA Excellence Awards 2019!

Finalists in the IFA Excellence Awards 2019!

The team at Yield Financial Planning are proud to announce that we have been named a Finalist in the IFA Excellence Awards 2019 for ‘Client Servicing Company’ of the Year.

We are also pleased to announce that our Managing Director, James McFall has been recognised individually as a Finalist for ‘Goals Based Adviser’ of the Year.

It's been an excellent year for us at Yield so far and this recognition of the work we are doing is amazing, especially at a time that is so difficult for the industry at large.

We’d like to say a special thank you to Ben Brockhurst for nominating us. Your support and partnership is really appreciated and valued.

The IFA Editor, James Mitchell says:

“The past year has been a difficult one for the industry but the IFA Excellence Awards is a chance to honour and showcase an industry that strives to be a guiding light in the lives of its customers.”

“These finalists have not only survived one of the toughest years for the industry but they have thrived. They have created their own opportunities and will be the leaders of the industry moving forward. Congratulations to all the finalists, there were a lot of nominations and it came down to the wire for a lot of categories. Good luck and we look forward to seeing you all at the ceremony later this year.”

Winners are announced on Friday 6th September, so we’ll hopefully have some more good news to announce.

Read about the Yield difference here.

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Free Consultation

Free Consultation

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.