We help you achieve your financial goals

Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

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

We found Nicholas very easy to talk to. Nicholas’ help and advice in guiding us to the right investments have been extremely successful.

We would highly recommend him.

AW

I took a redundancy package from my employer. Nick sorted all the taxation issues with HMRC and my pension provider, consolidated funds for reinvestment. He reviewed my outgoings and provided investment illustration.

KM

Quick contact form

Enquiry

Want to know more?

To find out more, please call us on 01296 489022 or email us at info@yellow-bear.co.uk