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The Century Plan Podcast | “The Value of Advice”

Season 2 Episode 8

Podcast Introduction

Welcome to The Century Plan, a podcast that looks at financial independence. How to achieve it, and how to maintain it, during a lifetime which may see people, born today, living to age 100. Dennis Hall and Sarah Steele educate and highlight ways to build a brighter retirement through financial planning.

In our latest episode we sit down with guest David Jones. Just back from a cooking course in Italy, Dennis hands over to Sarah who asks David about the value of advice and the importance of the relationship in Financial Planning.

David Jones, is Head of UK & Ireland Advisor Group and Vice President at Dimensional Fund Advisors. Before joining Dimensional, David was managing director of his own financial planning firm specialising in retirement planning and investment advice for corporate and private clients.

David holds an MA in military studies and a BA in American studies form the University of Manchester. He also holds Master Licenced Trainer designations in mind mapping, memory skills, speed reading and applied innovation.

In this episode we discuss:

  • Who should we call when the worst happens?
  • Why do we shy away from conversations about money?
  • And why is this potentially damaging?
  • What is the formula for the value of advice?

Listen to Podcast

Or listen on your favourite podcast app here: The Century Plan Podcast

About the hosts

Dennis Hall – Read bio.

Sarah Steele – Read bio.


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.