Understanding Cost, Demonstrating Value

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.