Welcome to Yates & Co

Why choose Yates & Co for Financial Planning?

Unlike traditional Independent Financial Advisers, Yates & Co will work closely with you to define the lifestyle you want and then plan what is needed to achieve it, creating your unique Financial Plan and adapting it as your life changes.  This is true 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 outstanding quality of service, all supported by our technical expertise and years of experience.