Yellow Bear Financial Consultancy LLP

General information

Yellow Bear exists to offer clients fully Independent financial advice on all areas of financial planning including Investments, pension and retirement planning, tax planning (Income, Capital gains and Inheritance) as well as mortgages and life/health assurance. We wanted to shake off the old image of financial companies and so when we take on a client we do everything possible to make sure that this is a long term relationship you can trust and benefit from continuously. Our advisers only take on a limited number of clients each so that they can spend plenty of time looking after their existing clients and not always hunting for more

All of our advice is fully regulated by the FCA and is formulated with clarity and openness as a priority. Whenever possible we justify our advice with facts and figures so that you can be sure you are not being bamboozled with opinions or predictions which may not come true.
However we also know that much of what we deal with is difficult for the general public to understand and we seek as far as is possible to remove jargon and to simplify our explanations into English, rather than industry speak!

We pride on being different to the competition and as such we always prefer to meet our potential clients first (for free) so that we can get to know each other and decide if we can be of genuine service. If you do not need our advice now we will gladly tell you in the hope that you will seek us out when you do need us (and maybe tell your friends about a good experience!)