About Us
Yellow Bear was founded in 2010 following the realisation that large financial corporations no longer prioritised their clients' interests. After the recession and the subsequent loss of trust in major brands, it became clear that people preferred to engage with individuals rather than just well-known names on the high street. We understand that trust is key when choosing a professional for advice, especially regarding your finances. That's why we focus on spending time with potential clients initially, fostering trust before any costs or commitments are involved.
Our Team
With more than ten years of experience in the financial advice sector, we have handled various aspects involving wealthy individuals, business owners, trusts, and charities. In every instance, building personal relationships has been essential. Our advisers are highly qualified and committed to continuously developing their skills and staying up to date with the latest developments in this fast-evolving industry.
Our Approach
Yellow Bear prioritises long-term relationships with clients, providing a modern and dedicated independent financial advice service. We believe in removing the jargon and empowering our clients to fully understand the advice given. Our financial advice is always tailored to our clients' needs and objectives, alongside what is financially right for them.
Generally, we see our clients at least annually to review their situation and we are available throughout the year to help them react to changes in their lives or the economy in general.
Typically, we meet with our clients at least once a year to review their circumstances but remain accessible throughout the year to support them throughout changes in their life or economic changes.
As independent financial advisers, Yellow Bear offers a range of services to suit your needs and help you reach your financial goals
Want to know more?
To find out more, please call us on 01844 211025 or email us at info@yellow-bear.co.uk