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Discussing financial plans for your future

The Century Plan looks at the financial decisions needed to maintain a comfortable lifestyle, where your money outlives you, and not the other way around.

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Lessons learnt & the philosophy behind financial planning

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Anyone born this Millennium has a better than even chance of living to age 100. Even if you’re 60, there’s a good chance you’ll live past 90.

Yet most of the financial advice we see is based around a time when people lived shorter lives. It hasn’t aged well, and it’s probably wrong.

The Century Plan looks at the financial decisions needed to maintain a comfortable lifestyle, where your money outlives you, and not the other way around.

Chartered Financial Planner, Dennis Hall, has been giving people financial advice for almost 40 years. On The Century Plan podcast he talks to Sarah Steele about the lessons he has learnt, the philosophy behind financial planning, and why we need to be looking over the much longer term when it comes to our financial future.

Your Century Plan hosts

Dennis Hall

Dennis is a Chartered Financial Planner whose career spans over 35 years, mostly in central London. After working for larger organisations (including a spell in Moscow) he founded Yellowtail Financial Planning 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.

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Sarah Steele

Sarah joined Dennis at 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 non-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.

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