Our latest episode of The Century Plan explores a key question: How much does financial planning actually cost? And just as importantly, what value do you get in return?

Financial planning fees can sometimes seem unclear—hourly rates, fixed fees, percentages, subscriptions—so in this episode, we provide clarity. We explain how different charging models work, what to consider when choosing a planner, and how working with the right professional can help you make informed financial decisions that support your future.

We also discuss:

✔️ The impact of fees on your long-term investments
✔️ Why an initial conversation with a planner should be free of charge
✔️ The reassurance and structure that financial planning provides

As Dennis puts it: “Good financial planning helps you stay on track, even when the unexpected happens.”

If cost has been a concern, this episode will help you understand how to assess value and make confident decisions about your financial future.

Useful information

Host: Dennis Hall

Host: Sarah Steele

Contact us: ask@yellowtail.co.uk

ABOUT YELLOWTAIL

Founded by Dennis Hall, Yellowtail are the trusted financial planners who advise individuals & families across the UK. Yellowtail’s experts provide the clarity, control and confidence to guide you through financial planning, estate planning, pension transfers and investment management directing your journey towards a prosperous retirement and financial peace of mind.

• Budgeting is crucial for managing finances effectively.
• You can't manage what you don't measure.
• Pay yourself first by saving at the beginning of the month.
• Check your state pension forecast to ensure full benefits.
• Default pension funds may not be optimal for everyone.
• Active involvement in your investments is necessary for growth.
• Communicate financial information with loved ones for clarity.
• Create a financial life pack to organize important documents.
• Visualizing your retirement can help in planning effectively.
• Start small and build your financial planning habits over time.

Useful information

Host: Dennis Hall

Host: Sarah Steele

Which is more important: looking after your future health or your future wealth?

In this week’s episode of The Century Plan, we explore why the two are deeply interconnected.

Whether it’s your health or your finances, working with a professional can offer invaluable guidance, support, and accountability.

We’re joined by nutritional therapist Claire Thomas, who shares how she helps her clients achieve better health and well-being.

Here's what we cover:

Understanding nutrition's role in health and longevity

Common nutritional issues and misconceptions

The connection between nutrition and financial planning

The importance of sleep and the impact of stress

Behavioural changes and mindset

Whether fasting can work for you

Understanding epigenetics, gene expression and lifestyle choices

Genetic testing: pros and cons

The importance of expert guidance

Barriers to health and nutrition awareness

It's such a fascinating discussion. Don't miss it.

Useful information

Host: Dennis Hall

Host: Sarah Steele

Guest: Claire Thomas

Contact us: ask@yellowtail.co.uk