Yodelar was founded to bring greater transparency and clarity to the world of investing. Our mission has always been to empower UK investors with the information, tools, and advice they need to make confident, informed decisions. At the heart of our service is a commitment to rigorous fund research and evidence-based portfolio management - challenging an advice industry where underperformance too often goes unnoticed.
Since launching in 2014, we’ve helped thousands of investors better understand fund performance in a market crowded with more than 80,000 investment options. Our performance and ranking reports made it possible for everyday investors to clearly compare their holdings against sector peers.
Our ongoing analysis shows that the majority of funds underperform their sector averages, with only a small proportion delivering consistent outperformance - a reality that continues to expose inefficiencies in many investor portfolios.
In response, we introduced a pioneering portfolio analysis service that has now reviewed over £2 billion in UK investment portfolios, providing clients with detailed insight into how well their investments have truly performed. We followed this with the launch of the Yodelar Investor Magazine - a publication that offers unrivalled access to fund performance rankings and data-led investment commentary, helping investors stay informed with the metrics that matter.
With growing demand for both research and advice, we secured inward investment and became a regulated advice firm under the Yodelar Investments brand in 2017. Since then, our advice model has delivered high-quality, performance-focused investment advice to clients across the UK.
In 2025, we entered a new chapter by merging with MKC Wealth — a multi award winning financial advice firm known for its nationwide network of advisers and face-to-face service. This merger has enabled us to significantly expand our capabilities and offer investors greater choice in how they access advice.
Today, we manage over £2.5 billion in assets for more than 6,000 clients - combining research-led portfolio strategies with the flexibility of both remote and in-person financial advice.
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