Yolo Wealth

Restricted - Whole of Market  3 Crosswell Close, Southampton, Hampshire, SO19 8HE
First meeting at adviser's own cost
Tailored personal advice delivered remotely in an easy and convenient way. We particularly specialise in advice for self employed, contractors, freelancers and business owners. Having said that if you need help I am always happy to speak to you.
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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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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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021
Meet our advisers
Ms Angela James
Principle Financial Planner

This qualification assesses the understanding of the commercial and regulatory financial services environment, the role and legal obligations of regulated advisers and key concepts of risk and ethics.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

What our clients say
Looking for financial advice as starting a new business. Angela reviewed our circumstances, plans for the future and financial aspirations, and provided advice on options for savings, investments and pensions. She also reviewed our insurance needs. We received the advice and clarity on options we were looking for. As with all longer-term investments, it takes time for the results to become apparent, but we are confident we have made informed decisions thanks to the information Angela provided.
Tim, London
Recently divorced & needed help & advice with a pension sharing order I did not have a clue where to start. Angela talked me through every aspect of it & made sure I understood everything. Angela took all the stress away & dealt with all the paperwork. Absolutely brilliant.
Tracey, Somerset
I have recently gone through a divorce and I approached Angela for advice on how best to invest the funds from my divorce settlement. Angela provided advice on how best to invest my lump sum, taking into consideration my personal circumstances and plans for the future. Angela has helped me to make the best of my money without taking any unnecessary risks.
Elizabeth, Hampshire
I am a young first time buyer, saving to purchase a house. Before my advice I was simply putting away my money in a standard savings account earning little interest or benefits. I wanted to make sure I was getting the best value I can from my savings so headed to Angela to talk to her about how I could better use my money to help me get to my first house. Angela talked through the different options I had to best get to where I want to be and the different timelines I could do this in. I am completely new to investing so it was a real learning curve to see how I can better use my money, where I can invest it and how my different investments can change at different rates, for better or worse. She helped me work through a savings budget to best use my investments and get to exactly where I want to be. I now have a structured savings budget/plan to work with every month that we easily and quickly get me to where I want to be. Not only that but I am now benefiting a lot more from my savings
Ben, Hampshire
Angela was my advisor back in 2013 and assisted me in moving my pension to a product tailored for Contractors. I approached her again as a trusted advisor to review my investments earlier in 2020. Angela assisted in reviewing my SIPP and gave me sound advice on how to to move my investment. Angela provided a very slick service and the transition from one product to another was relatively trouble free.
Uttam, Northampton
I left permanent employment and became a freelancer and I wanted to start my own pension. Angela really helped me to find a good pension provider and developed a strategy for me to invest my money into a good pension plan. I am extremely pleased with the service that Angela has provided she is clearly very experienced in this area but manages to explain things to me in simple terms that I can understand and I really trust the advice that Angela provides and she explains everything very clearly and any recommendations she has made and why. Angela is also very patient with me which I personally find very helpful because I do not understand pensions at all ! I really trust the advice that Angela provides and I trust her judgement - she is a very nice person to deal with as well.
Richard, Surrey
About us

So many people now are making that bold decision to work for themselves, either on a self employed basis, as a contractor or freelancer or run their own business. Whether you are just making that decision to take this leap or have done so successfully for many years; those that have chosen this path will know it rarely gives you an opportunity to plan your own finances or business finances, particularly when it comes to tax efficiencies, your family financial needs or giving some thought to when you may no longer wish to work so hard and eventually retire in the future.

Our primary focus here is to support you with this aspect, whatever you may need financially and help you remain as successful as you can be. I'll do the planning and provides the prompts for you so you can focus on everything else.

We offer a national service providing advice over the phone or via video conferencing. Our meetings are designed to be shorter and more focussed.
We've embraced technology where possible to be as paperless as anything can be these days.

We've also developed our pricing plan for advice fees to enable us to be able to cost effectively provide advice to anyone who needs it.

Where to find us
Head office address: 3 Crosswell Close, Southampton, Hampshire, SO19 8HE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
Compliance

The value of pensions and investments (and the income they produce) can fall as well as rise. You may get back less than you invested.

Response rating
9.0/10
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FCA authorised
Last authorised 3rd May 2021

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