Yvonne Schrader

Yvonne Schrader

Perspective (South East) Limited

Minimum savings/pensions: Over £100,000

0208 166 8476
Based in Gipsy-Hill
View location
Top Rated 2026
Verified since: July, 2025
4.8 out of 5

38 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 October 2026

    Yvonne is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Yvonne's status

  • 27

    Recent Client Reviews

    Verified reviews: 100%

    Yvonne has received 27 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 22 May 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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    Qualifications not yet added

    Yvonne has not yet added their qualifications to their profile

  • Transparent Fees

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    Yvonne has not yet added their fees to their profile

About

Yvonne joined Perspective in September 2022 after making a career change into financial services. Having previously worked as a Personal Assistant, she studied through the London Institute of Banking and Finance before beginning her career as a Mortgage & Protection Adviser in 2020. She is passionate about building strong relationships with her clients and takes pride in helping them achieve their financial goals. Yvonne enjoys taking the time to understand each client’s circumstances and providing support that helps them achieve the best possible financial outcomes. For Yvonne, the most rewarding part of her role is getting to know her clients and helping them make progress towards their objectives. She finds real fulfilment in supporting people through important financial decisions and seeing the positive impact that good planning can have on their lives.