About Us

Who We Are

Yule Financial Services Ltd is a premier financial advisory firm specializing in pensions and investments. 
Our mission is to provide tailored financial advice that empowers clients to take control of their financial future. We pride ourselves on understanding your unique needs and creating customized strategies that address your goals.

After over 20 years in Financial Services, including 10 years with a major high street bank and working as a trusted Independent Financial Adviser (IFA) in the Aberdeen and Shire areas for 2 local companies, I decided to set up Yule Financial in 2024 in order to provide my loyal clients with the personal service they deserve. Now an FCA directly authorised company, I offer a friendly local service that is tailored specifically to your needs and your life plan.

(Ryan Yule - IFA/Company Director)

 

WE OFFER A FREE, NO OBLIGATION INITIAL MEETING. IT WON'T COST YOU ANYTHING TO FIND OUT WHAT WE CAN DO FOR YOU.

MEETINGS OFFERED IN THE COMFORT OF YOUR OWN HOME, OFFICE OR AT OUR WESTHILL MEETING ROOM.

 



Start Planning Your Future

Join Us on the Journey to Financial Success

Take the first step towards a secure financial future with tailored advice from our expert team.
Contact us today to discuss your goals and let us help you navigate the complexities of financial planning.

Yule Financial Services Ltd is registered in Scotland no. SC626345. 

Registered office, 14 Kingswood Avenue, Kingswells, Aberdeen. AB15 8AE

Authorised and regulated by the Financial Conduct Authority. Yule Financial Services Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 1013370. 

If you wish to register a complaint, please write to us at the address above or email us at ryan@yulefinancial.co.uk

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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