Welcome to Yates & Co
We can help you to achieve and maintain your desired lifestyle, manage and protect your wealth or borrow money, all with total peace of mind.
We are a friendly, approachable team of professionals based in the historic city of Chester.
Why choose Yates & Co for Financial Planning?
Unlike traditional Independent Financial Advisers, Yates & Co will work closely with you to help you define the lifestyle you want and plan what is needed to achieve it, creating your unique Financial Plan and adapting it as your life changes. We call this Lifestyle Financial Planning.
You wouldn't build a house without the plans, so why make important financial decisions before defining exactly where you want to be in 5 or 10 years from now, or when you retire?
Why choose Yates & Co for Mortgages and Finance?
The advantage of our independent, fee-based mortgage services is that our clients get the mortgage that's best for them - not one that pays the best commission to an adviser.
Our clients tell us that they value our honesty combined with our in-depth knowledge of the mortgage market, particularly in complex areas.
They enjoy the contact and support from our friendly team during what can sometimes be a stressful time.
We spend sufficient time with our clients to get to know them. This enables us to understand them and provide a tailored service, all supported by our technical expertise and experience.
Latest opinion
OPINION: Is your Financial Navigation System up to date?
Many of us use in-car GPS Satellite Navigation to go to new places. This guidance system relies on three simple elements: it tells you exactly where you are now, you tell it where you want to get to and it shows you exactly which way to go, step by step. Brilliant...
What our clients say
"...ready to help when we need it and with an approach to financial planning other IFAs, in our experience, have yet to match..."
