Angela James

Angela James

Yolo Wealth Management Ltd

Minimum savings/pensions: Any amount

0238 020 0247
Based in Southampton
View location

Top Rated 2025
Verified since: October, 2019

4.9 out of 5

91 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 February 2025

    Angela and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Angela has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 14 October 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Angela has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Angela has provided information on their typical fees

    Angela has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Angela

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Angela (based on 13 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 February 2025

    Angela and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Angela has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 14 October 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Angela has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Angela has provided information on their typical fees

    Angela has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 13

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Angela

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Angela (based on 13 first impressions)

I have over 19 year’s experience in financial services, having spent the last 10 years specialising in advice for those that work on a self employed basis, whether that be a contractor, freelancer, business owner or entrepreneur. In 2019 I took the step to set up my own Financial Planning Practice YoloWealth, where we will be dedicated to offering our clients the highest levels of service, continuing to specialise in clients with more complex or nonstandard PAYE earnings to maximise their income, financial objectives and achieve financial independence. YoloWealth will offer advice remotely at our client’s convenience and in bite sized manageable chunks. The costs are affordable to all and you will simply pay for the services you require, being one of few firms who will offer ongoing support and advice at fixed manageable fees. I chose the name Yolo after spending lots of time thinking about what I stand for and want the business to stand for. We’re not in the business of sourcing products for clients but helping those that want to work with us achieve their plans for their families, themselves or their businesses. On this theme and thinking about that, you get one life and its important to make the most of it and live it well. And from that the old saying “You Only Live Once” stuck, bringing YoloWealth to life.

Offers available through VouchedFor

Contact Angela through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Angela's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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Adviser Disclaimer

YoloWealth is a trading name of Yolo Wealth Management Ltd and is registered as a Limited Company in England & Wales No. 12130257 Registered Office: 3 Crosswell Close, Southampton, Hampshire, SO19 8HE YoloWealth is an Appointed Representative of Quilter Financial Services Ltd & Quilter Mortgage Planning Ltd who are authorised and regulated by the Financial Conduct Authority