Yellow Capital originates from a passion to provide professional money management and investment advice through a service both unique and personalised.

The company is managed by a team of investment practitioners whose practical and realistic style of money management challenges an industry and academic benchmark that equates risk with dated scientific formulas (developed by U.S. scientists in the 1950s). The team’s astute, business-like approach to financial planning and money investment has established the Yellow Capital brand as a financial concierge, guiding clients along a path of effective planning and superior investment.

It is the aim of our business to improve your financial position by servicing you with dependable advice and authoritative insight; an ethos enveloped in our company name, Yellow Capital, which is inspired by a philosophy articulating gold as the most precious of metals, as dictated by its buying power.

Gold has been the medium of exchange for over 1000 years, and is still the ultimate accepted means of payment. It is often referred to as ‘the yellow metal’ because of its lustre and shine – an indication of its value.

Throughout history no paper currency (fiat money) has survived in its original form. Paper currencies are normally inflated away until they are worthless. When governments come under financial pressure they usually resort to printing money to pay their debts, be it war debt or just excessive spending. The purchasing power of the US dollar has declined by 90 per cent since the year 1950; a situation similar for most world currencies.

This drives Yellow Capital’s belief in gold and silver (not paper) as ‘real money’, and as an exceptional store of wealth. Our investment principals are sturdy; grounded in that which has wielded worth for centuries past, and will do so for centuries to come.

Yellow Capital Wealth Management is a trading style of Yellow Capital Investment & Financial Planning Ltd and is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority.

 

HAYDN ELLWOOD Dip. CFP, IMC, ACSI

Chief Investment Officer

Haydn started his financial career in the Channel Islands where he was employed as a private equity fund administrator. Here he formulated a sound method for valuating securities and investments, supported by his experience working in in the Private Client department and managing offshore trusts.

Haydn follows the principle of value investing and was the first UK national to attend the University of Western Ontario’s Ivey Business School & Ben Graham Centre for Value Investing, the only other recognised Business School (apart from Columbia Business School in New York) to teach the principles of Benjamin Graham, ‘the father of value investing’.

After four years working as an IFA at an international financial services firm in London, Haydn confirmed his level of expertise with added experience in retirement planning strategies and investment management for private clients.

When the opportunity arose to join a small group of professionals, Haydn decided to move on and become a Director at Yellow Capital. Haydn provides specialist advice to an exclusive group of high-net-worth private clients and organisations.

Haydn lives in Surrey with his wife and son, and enjoys F1 and other sport including rugby and cricket.

PRACTICE AREAS
• Wealth Management
• Strategic Financial Planning
• Retirement Planning
• Investment Portfolio Advice
• Alternative Investment Strategies (Hedge Funds, Private Equity)
• Offshore Investing

PROFESSIONAL ASSOCIATIONS
• Member of the CFA Society of the UK
• Associate member of the Chartered Institute of Securities & Investments
• Member of the Chartered Insurance Institute
• Member of the Personal Finance Society (Dip PFS)

QUALIFICATIONS
• CF1,2,3,4,5,6, J06, AF4 (CII)
• Investment Management Certificate (CFA Society of the UK)
• Certificate in Securities (Retail & Wholesale) (CISI)
• Certificate in Value Investing & the search for value

CONTACT DETAILS
Mobile: +44 (0)79 1030 4915
Email:

 

TUIJA TAKIEDDINE Dip CFP

Senior Consultant

Tuija first started as an Independent Financial Advisor (IFA) in 1998. She has since undertaken several roles, some of which have afforded her the opportunity to assist in the development of financial and investment service propositions for several firms and to advise High Net Worth clients on all aspects of financial planning.

With more than twenty years’ experience in supporting established clients as they make important and live-enhancing financial planning decisions, Tuija is able to offer critical insight and sound financial advice. She is an expert at helping clients preserve their wealth and to then build cautiously on the value of their portfolios through strategic financial planning, tax mitigation and wealth structuring.

Many of Tuija’s clients have complex financial planning needs. She works well with men and women who are planning for later life and retirement, or who are rebuilding their lives after experiencing a traumatic divorce or bereavement.

Another of Tuija’s skills is assisting UK citizens who are returning to the UK after living abroad in the repatriation of their overseas investments. Having a solid background in offshore structures and regulation, Tuija is well placed to give the correct advice to returning Expats and clients who are settling in the UK from other countries.

During her career Tuija has lived and worked in different parts of Europe, the USA and in the Middle East. This broad experience, along with her knowledge of five languages, means she is well qualified to help clients understand and meet the complex financial planning challenges facing them today.

PRACTICE AREAS
• Wealth Structuring
• Wealth Preservation
• Estate Protection
• Estate Planning
• Expatriate Focused Financial Planning Advice
• Offshore Investment
• QROPS
• Retirement Income Enhancement
• Repatriation of Overseas Assets
• Matrimonial Financial Planning

PROFESSIONAL ASSOCIATIONS
• Member of the Chartered Insurance Institute
• Member of the Personal Finance Society (Dip PFS)

QUALIFICATIONS
• Diploma in Financial Planning (Level 4)

CONTACT DETAILS
Mobile: +44 (0)79 5625 2323
Telephone: +44 (0)207 887 6592
Email: tuija@yellowcapital.co.uk

 

PAUL RODKER Cert PFS

Director

Following a classical education Paul spent four years as an artist and film animator, and then two years in engineering before entering the world of finance for Abbey Life in 1970. He then joined a life assurance brokerage for a year, thereafter starting his own firm in 1971 to advise on investments, pensions and life assurance.

During his forty-plus years as an Independent Financial Advisor (IFA), Paul was involved in the design and introduction of several ground-breaking products and became an expert on protection and inheritance tax mitigation. He also garnered a wealth of experience in investment, which recently led him to carry out detailed research into the Absolute Return and Cautious Managed sectors for a Family Office.

Having retired at the end of 2011 as an IFA, Paul was soon tempted back into near full-time employment on being introduced to Haydn Ellwood, whose investment principles chimed with his own and whose enthusiasm to build up a new practice founded on the highest standards of business and professionalism was irresistible. Paul is now dedicated to using his lifetime’s experience to help Yellow Capital achieve its goals.

His other business interests centre on being Chairman of a company which is currently incubating several new businesses in emerging markets, primarily in India.

Paul lives with his wife in North West London and enjoys worldwide travel and Formula One, as well as spending time with his four children and six grandchildren.

PRACTICE AREAS
• Risk and Protection
• Holistic Life Planning

PROFESSIONAL ASSOCIATIONS
• Personal Finance Society
• Chartered Insurance Institute

QUALIFICATIONS
• Certificate in Financial Planning

CONTACT DETAILS
Mobile: +44 (0)7831 615 000
Telephone: +44 (0)207 887 6592
Direct Dial: +44 (0)1923 822 722
Email: paul@akltd.co.uk

 

MARTYN INGRAM

Investment Committee Member

Martyn Ingram joined the financial services industry in 1976 and has been an enthusiastic investor in collective investment vehicles since the early 1980s. In 1996 he became a founding director of Independent Portfolio Managers (IPM), where he headed up IPM’s institutional wealth management division. Martyn has worked both as a discretionary investment manager and as a fund analyst but now prefers to be regarded as a return-driven investment asset allocator. His investment views are strongly guided by the analysis of prevailing macro-economic conditions and assessing the investment outlook over an eighteen-month to two-year time horizon.

In 1996, before joining IPM, Martyn gained the rare distinction of ‘first decile performance’ over seven years as manager of a Skandia Pension Broker Fund. In 2007 he led IPM’s team, which took the decision to remove its clients first from property and then from the bond and equity markets. As a result, IPM’s clients were largely protected from the ravages of the ‘credit crunch’.

Martyn was a founding Director of The National Association of Broker Fund & Investment Managers Limited, a member of the London regional panel of the Association of Unit Trusts and Investment Funds (AUTIF) and is an Affiliate of the Securities Institute.

Martyn enjoys golf and has a handicap of 9.

PRACTICE AREAS
• Asset Allocation (Strategic & Technical)
• Investment Portfolio Design, Analysis & Management

PROFESSIONAL ASSOCIATIONS
• Affiliate of the Chartered Institute of Securities & Investment

CONTACT DETAILS
Telephone: +44 (0)207 887 6592
Email:

 

GLYN WILLIAMS

Investment Analyst

Glyn holds the IMC qualification from the CFA Society of the UK and has been in the investment industry for over 30 years.

Glyn’s primary role is the analyses of investments, investment products and investment portfolios. This has resulted in Glyn developing new investment products, effective combinations of existing investments and more efficient investment portfolios.

Glyn always questions the ‘accepted wisdom’ of his peers and often finds solutions years ahead of the industry. He has been featured (repeatedly) in Investors Chronicle and has written a report for the Japanese FSA. Glyn has also interviewed fund managers for nearly 30 years, and sees this as being a very important element to achieving better returns.

Glyn brings to Yellow Capital a wealth of experience and knowledge in both investment analysis and performance measurement. Glyn is a member of Yellow Capital’s Investment Committee and heads up the internal review service for Yellow Capital’s clients and investment advisors.

PRACTICE AREAS
• Investment Analysis, Research & Comparison
• Investment Portfolio Analysis & Reporting
• Investment Performance & Measurement

PROFESSIONAL ASSOCIATIONS
• Member of the CFA Society of the UK

CONTACT DETAILS
Telephone: +44 (0)207 887 6592
Email:

 

KEVIN MOSS

Network Principle & Compliance Officer

Kevin has twenty-seven years’ experience in the financial services industry, of which he has been a successful IFA for twenty-one of those years. At only 50 years old, Kevin is on the Investment Committee for the Pension Review Service and is the author of two IFA guides; Fee-Based Advice and Professional Ethics.

Kevin is also the Managing Director for ValidPath Ltd, which is a UK network dedicated to the accountancy-based IFA community. Kevin brings an abundance of experience in ‘new model’ practice ‘know how’ to wealth-management and financial planning services within an accountancy and compliance backdrop.

PRACTICE AREAS
• Compliance Oversight
• Treating Customers Fairly (TCF)
• RDR Oversight
• Money Laundering Reporting Officer

PROFESSIONAL ASSOCIATIONS
• Member of the Chartered Insurance Institute
• Member of the Personal Finance Society (Cert. PFS)

CONTACT DETAILS
Telephone: +44 (0)207 887 6592
Email:

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T: 020 8133 6717
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