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Welcome to Yates & Co

We can help you to:-

• Identify, achieve and maintain your desired lifestyle.

• Manage and protect your wealth.

• Borrow money or release equity from your home.

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 and it comes with a satisfaction guarantee.

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 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.