About Yellow Bear Financial Consultancy

Offices in Bucks and Oxfordshire. We offer a modern and friendly approach to the complex area of financial planning.
Covering Buckinghamshire and Oxfordshire, we travel to you or can meet over video call. 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.
Pensions & retirement: