When The Financial Planner Met The Accountant

When the financial planner met the accountant.

In this episode we invite consultant CFO, NED and board adviser, Rob Nicholls to give us an accountant's perspective on how to achieve a sustainable financial future. Do Dennis and Rob see eye to eye is there a clash of perspectives?

We cover:

The connection between business success and personal finance.

The importance of passive investing

Automating investments for long-term growth.

Understanding tax implications in financial planning

The role of financial education in personal finance

The impact of economic changes on investment strategies

Reinventing yourself in the financial landscape

Useful information  

Host: Dennis Hall

Host: Sarah Steele 

Guest: Rob Nicholls

Contact us: ask@yellowtail.co.uk