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NEWS: Simon Yates becomes an Alternative Financial Adviser

Leading Chester based financial planner Simon Yates has been appointed as a Founder Member of Alternative - a pioneering new concept in financial planning conceived by money guru Paul Armson.

Alternative brings a very different approach to financial advice that enables clients to achieve and secure their desired lifestyle.

Simon is the first finance professional in Cheshire to bring Alternative's unique concept of organising personal finances to achieve personal ambitions and dreams to the general public.

"As a Certified Financial Planner and a member of the Institute of Financial Planning, I shared many of the views and much of the approach utilised by Paul Armson and his followers." says Simon.

"So, I'm delighted to be involved in Alternative from the start as a founder member.  We're alternative because we do the opposite to most financial advisers.  We provide advice that revolves around clients, rather than financial products."

Simon continues, "I've provided a Lifestyle Financial Planning service for the past three years and received more positive comments from clients during that period than in the previous 18 years of working in the financial world.  I help clients to answer important questions about maintaining their lifestyles.  This leads to a much more relevant strategy compared with just tinkering with financial products and hoping for the best."

All Alternative Financial AdvisersTM follow a similar three step process to help their clients identify, achieve and maintain their desired lifestyles, without the fear of ever running out of money.

Read more about the Yates & Co Lifestyle Financial Planning service.

Read more about Alternative Financial AdvisersTM

 

 

 

4th August 2010