What is Financial Planning?

Financial Planning is about achieving the things you want in your life.  We understand that you probably don't want a pension, a mortgage* or an investment.  You probably want the things that those solutions can bring you: a secure retirement, a lovely new home or an income to spend on the things you enjoy.

Financial Planning can give you a joined-up view of your entire financial life and help you to make the most of it - using our Lifestyle Financial Planning service.  Financial Planning may also focus on one particular area of your finances.  For example, just your investments or a mortgage*.  Please see our 'How we can help' section for more information about our services.

Yates & Co supports:

the Institute of Financial Planning, the Chartered Insurance Institute and the Personal Finance Society.

*Please note:

Your home may be repossessed if you do not keep up repayments on your mortgage. 

There may be a fee for mortgage advice, the precise amount of the fee will depend upon your circumstances but we estimate that it will be £695.