Financial Planning With Tools, Not Rules - The Importance Of The Human Relationship

Jul 11, 2023

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Sarah and Dennis introduce us to tools and questions used during the financial planning process.

We learn how Dennis has a multilayered role as a financial planner, life coach, marriage guidance counsellor, and relationship reuniting facilitator. But why is Dennis compared to Davina Mccall?

Financial planning is not just data and modelling. It's also about human relationships and shared experiences.

What would your retirement look like?

How do you want to live your retirement years?

Have you thought about your future lifestyle?

What kind of legacy would you like to leave?

What is your number? Tune in to learn about Kinder questions and how they are used to plan your future.

Useful Information

Host: Dennis Hall

Dennis is a Chartered Financial Planner whose career spans 35 years, mostly in central London. After working for larger organisations (including a spell in Moscow) he founded Yellowtail in 2006 and later relocated the office to Exeter. Dennis's particular expertise lies in Lifestyle Financial Planning, helping busy successful people transitioning from working for a living to financial independence, allowing them to choose whether they work, retire, or something in-between. Dennis regularly writes for the trade press and the finance sectors of national newspapers and also has written a book on getting your financial affairs in order called "Who Will it Hurt When I Die"

Host: Sarah Steele

Sarah joined Yellowtail in 2017 having worked previously at Coutts Bank in Central London. Her role focused on clients in the sports and entertainment industry and, more recently, in private healthcare. In 2022, Sarah became Yellowtail's second Director and now looks after all the on-regulated aspects of the business. Sarah is particularly interested in the psychology of money and the interactions clients have with their financial planner. These interactions form the basis of many of the questions Sarah puts to Dennis on The Century Plan.