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Welcome to Yellow Bear Financial Consultancy LLP

Our experienced team of dedicated financial advisers offers comprehensive and personalised financial advice to individuals throughout the United Kingdom. 
 

We help you achieve your financial goals

Our approach is open and straightforward. We begin by discussing your current circumstances, financial goals, and the timeline for achieving them before developing a practical plan to help you reach those objectives. We will walk you through the advice and agree on the best course of action. Whilst final decisions rest with you, we provide clear, expert guidance to support informed choices now and in the future.

 

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Our Services

Testimonials

After discussing my circumstances, plans and attitude to risk, Nick shared with me a number of investment options. We discussed the pros and cons of each and found an investment manager who was right for what I needed. Since then Nick has been consistently approachable. During regular review sessions he has listened patiently to my changing needs and circumstances. His advice is always calm, measured and very clear.

TS

When a family member was diagnosed with terminal cancer Nick helped us with pension, insurance and inheritance advice. This was a real weight off our minds as we had so much to sort out. There were areas where we would have lost out financially had Nick not stepped in to make sure all the necessary measures were in place. Nick helped get our affairs in order and made himself available to assist in any way he could.

CD

As I approach the time in my life that my pensions need to be in order my search for an adviser led me to Yellow Bear. I am glad I chose them. Matthew has advised me & now everything is in order & I am grateful for his guidance. I am happy to recommend Yellow Bear.

 NG
 
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