Yellow Bear Financial Consultancy

Independent Financial Adviser  1st Floor Barclays House, Aylesbury, Buckinghamshire, HP19 8DB
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FCA authorised
Last authorised 24th February 2020
Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Nicholas Ryan
About us

Covering Buckinghamshire and Oxfordshire, we travel to you. Yellow Bear offers financial advice to clients in a range of areas from general financial planning to wealth management. This means that we can help clients build up their wealth, manage it effectively and arrange their estate in a sensible manner to maximise returns, reduce costs and limit taxation. Whether you are looking to invest for the future, plan your retirement, or plan your estate for tax purposes, we have the knowledge and experience to help guide you to the right options.

Our services

We pride ourselves on our ability to turn the sometimes confusing areas of investment and retirement planning into easy to understand plain English. We believe that this is the best way to make our clients feel engaged with their own planning.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
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    Face to face

1st Floor Barclays House, Gatehouse Way, AYLESBURY, HP19 8DB

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Our simple principle is always to only provide advice that we would be happy to implement ourselves.