About us
In 1989, Phil Yates set up his own firm of independent financial advisers becoming Yates & Co in 1994 and we have traded under this style ever since.
In January 2007, Yates & Co became a limited company, directly regulated by the Financial Services Authority, with Phil and his eldest son, Simon, as Directors. The company prides itself on providing good quality advice to all of its clients in this changing and competitive market.
We now provide comprehensive financial planning and independent financial advice. Many of our clients are referred to us by professional connections and existing clients.
Yates & Co's mission is to help people to live the lives they want, using innovative financial planning and related services.
