Yellowtail Financial Planning

Yellowtail Financial Planning. Since April 2006. The human side of money. The home of The Century Plan podcast 🎧.

[Yellowtail Financial Planning @YellowtailFP]

What’s the point of planning for retirement if your body can’t enjoy it?

Our latest A Taste of Financial Planning episode with Toby Swallow, former world champion powerlifter and health coach.

Health pensions, food and future independence.

Listen at: https://t.co/6fiLdmfO4F

[Yellowtail Financial Planning @YellowtailFP]

Sometimes the dream takes over.

Architect Caroline Shortt on why honest conversations about budgets, lifestyle and financial pressure matter long before a project begins.

Full episode of A Taste of Financial Planning available now.

https://t.co/BYlSg6ccIT

[Yellowtail Financial Planning @YellowtailFP]

Barc Architect's Caroline Shortt on the financial pressure of renovating a home, starting a business and raising a young family, and how that experience changed the way she talks to clients about money.

Listen to A Taste of Financial Planning 🎧

https://t.co/BYlSg6ccIT

[Yellowtail Financial Planning @YellowtailFP]

Follow us at A Taste of Financial Planning for more. Available on all major podcast platforms.

[Yellowtail Financial Planning @YellowtailFP]

We started with architecture and ended up talking about money, ambition and how far is too far.

Caroline Shortt, founder of Barc Architects, was a brilliant guest.

https://t.co/0xJM35lZyV

[Yellowtail Financial Planning @YellowtailFP]

Abraham Okusanya was always going to be a fascinating guest.

CEO of Timeline, one of the most influential businesses in UK financial planning.

What stood out wasn’t that.

It was how open he was about the journey behind it.

https://t.co/Qnve5y6fCG

[Yellowtail Financial Planning @YellowtailFP]

Listen to Mike Hesketh’s story.

Military dentist. Afghanistan. Bought a practice. Scaled it. Sold it.

A conversation about pressure, perspective and what money is actually for once you’ve made it.

A Taste of Financial Planning🎙️

https://t.co/Ok1eRlrDBF

[Yellowtail Financial Planning @YellowtailFP]

@asadkhansmma @Dennis_Hall59 Thank you 🙏

[Yellowtail Financial Planning @YellowtailFP]

Most people find it harder to talk about money than they admit.

So we moved the conversation to a kitchen table.

@Dennis_Hall59 cooks.
Guests open up.
Finance sounds human again.
A Taste of Financial Planning is live.

https://t.co/40I8Yje7B8

[Yellowtail Financial Planning @YellowtailFP]

Most people think financial planning is about investments.

It isn’t.

It’s about answering one question:
Will I have enough?

We’ve started a short video series explaining what good financial planning actually looks like.

Start here: https://t.co/1hePGNByyA

[Yellowtail Financial Planning @YellowtailFP]

A Taste of Financial Planning is out now.

In Episode 1, Lee Spencer joins us to talk endurance, rebuilding, risk and the habits that keep you going when certainty disappears.

It’s one of our best conversations yet.

Listen here: https://t.co/juY1xC5eiV

[Yellowtail Financial Planning @YellowtailFP]

@Dennis_Hall59 cooks.

We talk.

Guests ask the questions they’ve been avoiding.

[Yellowtail Financial Planning @YellowtailFP]

We’ve been working on something a little different.

A new podcast where food, memory and money meet. And where financial planning starts with conversation, not jargon.

A Taste of Financial Planning.

Episode one with @leespencer_RM is out next Tuesday.

[Yellowtail Financial Planning @YellowtailFP]

What actually is financial planning?

If you’ve ever wondered, but didn’t want to ask, @Dennis_Hall59 gives a clear answer in under 2 minutes.

[Yellowtail Financial Planning @YellowtailFP]

Budget 2025 wasn’t bold. It was stealthy.
Frozen thresholds = quiet tax rises.
Landlords squeezed. Retirees taxed again.
EVs nudged, then charged.
If you’ve built savings or property, it’s time to plan. https://t.co/PjSfbqpFRp

[Yellowtail Financial Planning @YellowtailFP]

A short reminder ahead of the Budget: avoid the noise, wait for the facts, then make good decisions.
Dennis Hall shares a quick perspective. @Dennis_Hall59

[Yellowtail Financial Planning @YellowtailFP]

Yellowtail’s Ops Director, Sarah, joined Lewis Byford on The Financial Planning Club podcast to talk leadership, values, and building a strong team. A real look at the good bits, the challenges, and everything in between.
🎧 https://t.co/OGljoV4she

[Yellowtail Financial Planning @YellowtailFP]

@HollyAMackay is our latest guest on The Century Plan podcast, and this conversation is as human, funny, and insightful as it gets.

https://t.co/bIFddyxfHZ

[Yellowtail Financial Planning @YellowtailFP]

If you only catch one podcast this summer, make it this one.

🎧 Listen to The Century Plan with Holly Mackay now: https://t.co/bIFddyxfHZ

[Yellowtail Financial Planning @YellowtailFP]

🎙 New episode: We laughed, nodded a lot, and strongly considered losing our online trading passwords.

@HollyAMackay joins The Century Plan, bringing warmth, clarity, and a much-needed dose of honesty.

👇 A few reasons to listen:

[Yellowtail Financial Planning @YellowtailFP]

👔 Advice still feels like a private club.
💡 Confidence matters more than knowledge.
🧠 Money is emotional.
This episode gets under the surface.