Welcome to Yolo Wealth

For Pensions, Protection, Financial Planning and much more!
Welcome to Yolo Wealth

Financial Adviser in South of England

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 07792179933 or email us at angela.james@yolowealth.co and we'll be pleased to help you.


About Us

Who we are and what we do

There are many people now choosing to work for themselves, either on a self-employed basis, as contractors or running their own businesses. Whether you are just making the 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 for your own personal finances, particularly when it comes to tax efficiencies, your family financial needs or giving some thought to when you may no longer want to work so hard and eventually retire in the future.

Financial Services

Our most popular services


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When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...


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There are events we can all face that have the potential to completely transform our lives. It’s a difficult issue to think about...

Financial Planning

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Professional financial planning is the process which aims to help you realise your ambitions - whatever they may be. As...

How we work

Here's how we formulate the plan towards your goals

Our plan for you

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.


  • 1
  • We offer a national service, providing advice over the phone or via video conference. We can fit these around your meetings, work schedule, lunch break or commute, helping you to be efficient with your time.
  • 2
  • Our meetings are designed to be shorter and more focussed as we work with you to do more background preparation offline. Traditional wealth advisory services are typically face to face, involving lengthy meetings and taking valuable time out of your busy schedule.
  • 3
  • We’ve embraced technology in order to be as paperless as possible, providing you with a dedicated client portal, where you can see everything in one place. We are also conscious of our carbon footprint, we only use recycled products and print only when necessary.
  • 4
  • Our adviser has over 18 years experience in advising the self-employed, contractors and company directors. All our adviser is highly qualified and on the FCA register. We are passionate about learning and development.
  • 5
  • Unlike a typical advisory firm, we proactively remind you and help you to prepare for all key milestones relevant and important to you. We will also manage your reviews reminding you that your meetings with your adviser are due, so you don’t have to remember.
  • 6
  • Whilst most advisers will charge you a percentage of your portfolio value every year, we have designed a service at fixed costs with varying options depending on your needs, based on where your business is on its journey.


Financial Advice

Contact us now to speak to our Financial Adviser

We are here to help you


We are here

Sholing, Southampton