The Century Plan - Where Do I Start? With Dennis Hall and Sarah Steele

May 9, 2023

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Welcome to The Century Plan podcast. Dennis Hall and Sarah Steele from Yellowtail Financial Planning Limited bring us The Century Plan podcast, to educate and highlight ways to build a brighter retirement.

In this episode, Sarah takes it back to basics and asks Dennis "Where do I start?"

What are the important steps in considering our financial future?

When is the best time to start planning our future?

How do I find the best financial planner to help?

How do I know if a financial planner is worth the cost?

Is it ever too late to start the financial planning process?

Which is best, ISA or pensions?

Listen to this episode where Dennis breaks down the process into manageable chunks and reassures us that it's never too late to start.

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. It was here she gained valuable insights into the specific financial planning needs of our doctor and dentist clients. In 2022 Sarah became the second Director of Yellowtail and now looks after all non-regulated aspects of the business. Sarah ensures things are continually moving in the right direction.