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The Century Plan Podcast | “How Much”

Season 1 Episode 9

Podcast Introduction

Welcome to The Century Plan podcast where Dennis Hall and Sarah Steele educate and highlight ways to build a brighter retirement through Financial Planning.

In this episode

In this episode, we hear why Dennis decided to step away from the pricing structure used with previous organisations and change his approach to transparent, fixed fee pricing for Yellowtail. We also hear the hurdles and objections this brought and how he wanted clients to understand exactly what they were paying for. Other topics include:

  • Why are there so many different fee structures?
  • Is there an annual fee?
  • How much is financial advice?

Listen to Podcast

About the hosts

Dennis Hall – Read bio.

Sarah Steele – Read bio.

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.