We set up Yolo Wealth in 2019 after specialising in providing financial advice to contractors, Freelancers, small business owners and the self employed for 8 years. Being a business owner myself I completely understand the time pressures you are under, and we’ve worked hard to design a service that’s built around you and the ways that you work so that we can try and take the hassle out of financial planning and life admin.
We offer a national service, providing advice over the phone or via virtual meetings in small bite sized chucks of time so you can have your meetings with us around your busy work schedule. Our meetings are designed to be shorter and more focussed as we work with you to do more background preparation offline. We’ve tried to embrace technology where possible, providing you with a dedicated client portal and doing as much as we can paperless. We are conscious of our carbon footprint here so we endeavour to send as much as we can electronically or digitally and where paper copies are needed; we only use recycled products.
As well as doing our best to make the advice journey as easy as possible for you, we have built a service that’s centred around what we know our clients need from us. Our services are affordable for all those that need advice, whether you are just starting out or more experienced and have already made a start in your financial preparations. You will only pay us for the services you choose, you feel that you need and can change these along the way. We will be here to prompt you at every key milestone along the way.
As the name suggests, we get one life and we want to help you live it well, you only live once yolo!
