Why choose us?

A recent survey revealed that the average time it takes before a financial adviser starts talking to a new client about a financial product is 82 seconds!   

We do things differently.  At Yates & Co, we believe that until we really know about you, we have no right to talk about your money.

We'll work closely with you to plan the lifestyle you want and then work out the financial planning needed to achieve and maintain that lifestyle.  We'll spend sufficient time with you to really understand what you want before we agree a plan that will work for you.  We'll regularly review your financial planning to help keep you on track.

It is the amount of time we'll spend with you that will enable us to provide advice and services suited to your REAL needs.  This is backed up by years of experience, technical knowledge and access to other specialists.

Please look at What Our Clients Say to find out what others think of us. 

We subscribe to the codes of ethics of:-

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