Testimonials

"Using the services provided by Yates and Co gave me a real understanding of where I needed to drive my business forward to provide the lifestyle I expect in retirement.  Their clear no-nonsense assessment of my needs really focussed me on what is important in my future.  They have taken the guess work and hard work out of my financial planning.  I now have a clear managed portfolio of financial services that adapts to suit my needs."
Neal Smith, Managing Director, The Card Network Ltd

"Our requirements for two mortgages were very complex and our solicitors referred us to Yates & Co. We were impressed by the courtesy extended by Phil Yates and his expertise and skill ensured that our new mortgages were arranged at the best interest rates possible.

Most of all we liked the way in which the whole team at Yates & Co liaised with us during the mortgage process and were readily accessible to help with any questions or complications so that we could complete without any delay. They updated us by phone, text and email on a regular basis."
Mrs S & Mr L from Nantwich

"I have been a customer of Yates & Co for some years in a personal capacity and also referring our employees to Simon Yates for financial advice.

There are a number of aspects of the service we receive from the company that we particularly like. Firstly, the chemistry needs to be right between the adviser and the client.  The team that we have consistently used listen and fully understand the issues from the client's viewpoint and are sufficiently capable and flexible to be able to craft an approach which provides a unique solution for the individual.

Through a series of relaxed conversations they really make you think about the important issues in your life and then they enable you to make appropriate decisions and informed choices.  At all times they take the time to really explain the issues, so you are knowledgeable and confident in the decisions you make.

Finally, Yates & Co have an excellent network of contacts to assist in managing your finances and some good products to support you, and on a personal note they are relaxed, friendly but always professional. They are not at all pushy in seeking to constantly sell you products or services. They build relationships for the long term."
Bill Robinson, HR Director of Operations, Ball Packaging Europe UK Ltd

"I've used Phil's services for almost 10 years. He is genuine, astute and trustworthy. Through his many contacts and his impressive knowledge of products available, Phil has found us some great deals, and was always honest if he couldn't better deals we were offered by our existing lender.

I've recommended Phil to friends and family members who are now also happy customers. Phil is friendly, efficient and has a great sense of humour; he and his staff are a pleasure to deal with. I'd have no hesitation in recommending Phil and his company to anyone."
Sarah Rugg

"Having been clients since 1993, most recently under Gareth, we have found the service to be exemplary."
Mr & Mrs H, Cheshire

"I have found Yates & Co to be extremely professional, dependable and approachable. The company have advised me financially in a meaningful and practical way and have carefully analysed my own financial position to give the best possible advice, updated regularly. All staff are very friendly and mindful of my position and needs, responding immediately to any questions I put to them. I have no hesitation in recommending the services of Yates & Co to any prospective clients."
Yvonne Handford

"We were astonished to receive our Financial Plan within 24 hours of our meeting with Yates & Co. The turnaround time and the comprehensiveness of the Financial Plan were outstanding, far exceeding our expectations. (I must say everyone at Yates & Co has given impeccable service from the moment of first contact when I rang the office to ask about the services.)

The substance of the report from Objectives, through Attitudes, Lifetime Cash Flow Forecast, Catastrophe Scenarios, Twelve Month Action List and everything in between - and beyond to Appendix M ... - accurately reflects all that we have explored and discussed. It captures every apect of our financial life, clearly sets out our position and frees up our thinking to move confidently in a new and positive direction. It is uniquely helpful and offers great reassurance to know that we can revisit and reflect upon the report, chapter by chapter, as and when our circumstances change.

Yates & Co provide an impressive and truly outstanding service. We say this with confidence and from experience, having used ten IFAs from seven different companies!

There is no competition - Yates & Co is undoubtedly 'The Winning Team' and we look forward to our annual review in twelve months time."
Jennifer Vickers

"We have used the services of Yates & Co for several years.  We have always felt totally comfortable in the approach to and understanding of our financial requirements."
Ian and Pat Graves

"Thank you for putting me at ease during a very difficult period.  You never made me feel ignorant or stupid.  You gave me confidence to make the right decisions and you were very friendly and helpful.  Thank you to you all!  You were superb!"
Dot Timmins