INDEPENDENT FINANCIAL ADVISERS

Yates & Co

Welcome to Yates & Co

We can help you to:-

  • Manage and protect your wealth.
  • Arrange a mortgage.
  • Re-mortgage or release equity from your home.
  • Identify, achieve and maintain your investment goals.

We are a friendly, approachable team of professionals based in the historic city of Chester.

Why choose Yates & Co for Independent Financial Advice?

As Independent Financial Advisers, Yates & Co will work closely with you to help you plan your finances and advise you on the best options.

We help you decide where you want to be in 5 or 10 years from now, or when you retire.

Why choose Yates & Co for Equity Release and Mortgages?

The advantage of our independent, fee-based equity release and mortgage services is that you will get the equity release plan or mortgage that's best for you - 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 and equity release markets, 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.

 

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..."

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