Yellowtail Financial Planning

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. podcasts.apple.com/us/podcast/car…

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 🎧 podcasts.apple.com/us/podcast/car…

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

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. tinyurl.com/TastePod

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. podcasts.apple.com/us/podcast/abr…

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🎙️ podcasts.apple.com/us/podcast/mik…

@asadkhansmma @Dennis_Hall59 Thank you 🙏

@YellowtailFP @Dennis_Hall59 Love this concept! Blending finance chats with cooking makes tough money talks feel approachable. @Dennis_Hall59's kitchen magic opens hearts & wallets. Subscribed! 🍝💰

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. podcasts.apple.com/us/podcast/a-t…

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: @yellowtailfp?si=5gKgXV1-Zho1-MKX" target="_blank" rel="nofollow noopener">youtube.com/@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: tinyurl.com/ATOFPLeeSpencer

@Dennis_Hall59 cooks. We talk. Guests ask the questions they’ve been avoiding.

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.

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.

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. tinyurl.com/3uvjm9ap

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’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. 🎧 thefpclub.com/podcast/

@HollyAMackay is our latest guest on The Century Plan podcast, and this conversation is as human, funny, and insightful as it gets. podcasts.apple.com/us/podcast/hol…

If you only catch one podcast this summer, make it this one. 🎧 Listen to The Century Plan with Holly Mackay now: podcasts.apple.com/us/podcast/hol…

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

🎙 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: